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Read moreExpense tracking & approvals
Field visits and expenses, recorded and reviewed
Teams that visit customers spend money on the road, and that spending is hard to check afterwards when it lives on paper slips and chat messages.
BizFlowSuite lets field staff record visits and expenses as they happen, with GPS, so managers and finance review claims from a single list.
What you get
Visits recorded with GPS
Staff log a visit when it happens, with its location, instead of reconstructing it later.
Claims in one list
Managers and finance see expense claims together instead of searching inboxes.
A record you can check
What was claimed and what was approved stays on file.
How it works
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Log the visit
Record the customer visit with GPS.
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Add the expense
Enter the amount and category for the visit.
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Review and approve
A manager or finance reviews the claim before it is paid.
In more detail
Visits and expenses with GPS are part of the Growth and Enterprise plans. Visits are recorded with a location, so you can see where your team's time and travel actually went.
Expense claims are reviewed rather than simply paid, which leaves a clear record of what was claimed and what was approved.
When you need the numbers in a spreadsheet, report exports in CSV and PDF are included on the Enterprise plan.
Questions about expense tracking & approvals
Which plans include visits and expenses?
Visits and expenses with GPS are included in the Growth and Enterprise plans. They are not part of the Free plan.
Can my team use this on their phones?
BizFlowSuite runs in any web browser, so field staff can use it from a phone. An Android app is being prepared.
Can I export expense reports?
Report exports in CSV and PDF are included in the Enterprise plan.
More from BizFlowSuite
Try it on the free plan
Two users and 25 quotes a month, no card needed. Upgrade when your team outgrows it.