XCORE ADMINISTRATION / CONNECTED CAPABILITIES

Expense management
Built around your work.

Track spending, route approvals, apply company policies, and prepare reports with accounting and ERP integration in scope.

WHAT THIS CONNECTS

A clearer view of the work.

01

Expense records

Define the goals, responsibilities, and practical requirements for expense records within the expense management engagement.

02

Approval workflows

Define the goals, responsibilities, and practical requirements for approval workflows within the expense management engagement.

03

Policy checks

Define the goals, responsibilities, and practical requirements for policy checks within the expense management engagement.

04

Accounting and ERP integration

Establish the required connections, configuration, access, and validation as part of the implementation scope.

05

Spending reports

Define the information sources, useful measures, and access needed to understand progress and make decisions.

SCOPE THE CAPABILITY

Plan the workflow before the deployment.

01

Record expense

Establish the goal and the information needed for this part of the work.

02

Check documentation and policy

Identify the people, records, and connections involved.

03

Route approval

Agree access, responsibilities, integrations, and delivery requirements.

04

Review approved spending

Review the result against the business goal and implementation scope.

PLAN YOUR IMPLEMENTATION

Match the scope to your needs.

The catalogue describes solution scope. It does not mean a universal ERP or all native modules are activated for every account. Creator Studio, the module marketplace, and an organization’s production deployment have separate readiness and permissions.

PART OF THE LARGER SYSTEM

Make the next connection.

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