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Method Expense Reports - Customizable Expense Reports for QuickBooks
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Description
Need to have an easy way for your employees or vendors to enter expense reports but don’t want to be limited to features available in most expense applications? Stop your search. Method Expense Reports provides an easy to use interface with pre-defined roles for each of your users. Need to add more capabilities or features specific to your business? No problem. It’s fully customizable.
Simply connect Method Expense Reports to your QuickBooks database and instantly gain access to real-time syncing capabilities that will wow you!
Features
Core Features
- Access expense and QuickBooks data online
- Pre-configured employee roles
- Employees: enter, create and submit expense reports
- Managers : review, accept/reject reports
- Administrators: seamlessly send expense reports to QuickBooks
- Set up category and payment types with default expense accounts and classes
- Customize screens and reports
Additional Features
- Create rules for category types and user permissions
- Calculate travel distance using mapping integration
- View total, status and category of reports in the employee dashboard
- View reports by user and status in the administrator dashboard
- Brand printable expense reports
- Add new QuickBooks classes and accounts from expense screens
- Access Method CRM Edition
Customization
Unlike most expense applications, Method Expense Reports is built off the Method Platform. What does that mean? You have the ability to customize any of the screens to behave just the way you want them to. You can customize screens yourself, work with the Method Team or a Method Solution Provider to get the results you want.
Access to Method CRM
Included with your subscription is access to Method CRM Edition, a top rated customer relationship management system.
Learn more about Method CRM: http://www.methodintegration.com/method-crm-edition-sales-force-management-for-Quickbooks.aspx
Pricing
All accounts are based on a monthly subscription, and a price per user. Discounts may be available on more than 10 users. Overage fees are applicable on databases greater than 250 MB, and download bandwidth greater than 1 GB / month. Pricing may be subject to change.
New Users: Don't have a Method account? First month: $0 first user, $0 per additional user
Regular monthly subscription: $40 first user, $40 per additional user
Want to sign-up?For this application you first need to sign up for CRM Pro and then go to My Account to add/upgrade/downgrade to this app. Do not sign-up here. | |
Existing Users: Already have a Method account?
Free! This app can be installed for no additional monthly charge for Method Full Blown Edition users.
Note: Method Full Blown Edition users can install this app by signing into Method, and going to Customize > My Account. Do not sign-up here.
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Screenshots & Resources
- Video Training Channel - A complete series of YouTube videos covering various topics on Method Expense Reports.
- Getting Started - Employees and vendors are welcomed with an easy to follow steps on getting started fast!
- Employees and Vendors Dashboard - Quickly see a breakdown of your expense report statuses and category.
- Expenses - Easily enter expenses with merchant and category details.
- Expense Reports - Capture expense you’ve entered and attach them to an expense report in a matter of seconds.
- Manager Approval - Managers can quickly glance over submitted expense reports and choose to approve or reject the report.
- Administrators Dashboard - Quickly see what the current status is for users expense reports.
- Prepared Expense Report to be sent to QuickBooks - Reports submitted are automatically prepared to be sent to QuickBooks as a check, bill, credit card charge or journal entry.
- Add new Payment Methods - Enter the various payment methods used such as credit cards, cash or company credit cards. You can also choose to assign these payment methods to specific users.
- Add new Category Types - Separate your expenses by category type and easily assign QuickBooks expense accounts and classes as needed.
- Assign User Permissions - Control user permissions and set user defaults.
- Company Preferences - Quickly change default settings for screens.
Method Integration
This is the same team that brought you the Method web development platform for QuickBooks, as well as many of the base apps on the Method App Library. Method is a division of Alocet Incorporated, which has been in business since 1999, a gold developer on the Intuit Developer Network. Contact
Contact: The Method Team
Email: method@methodintegration.com
Web Site: www.methodintegration.com
Phone: 1.888.9.ALOCET
Method Integration
57 Spadina Ave Suite 210
Toronto, ON M5V 2J2
Canada
All Apps by Method Integration
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