In the latest web version of Gorilla Expense, you will see a Bulk Edit option within the Manager Approval process. While reviewing an expense report, when you click on Edit Report, at the bottom right, you will now see a Bulk Edit button.
Once you click on the Bulk Edit button, it will open up the transactions section of the expense report in an Excel grid format, as shown below. This allows the manager to swiftly make multiple changes from one place.
The manager can easily tab through the cells, make changes as needed and then save them without having to open every single expense. This was one of the top feature requests from our customers and Voila! If you have any questions, please feel free to reach us at info@gorillaexpense.com or you can email the Support team at support@gorillaexpense.com
Making the T&E expense tracking process for Sage X3 efficient and timely is increasingly becoming important to several mid-sized and large clients. The benefits are huge – in terms of cost savings, compliance to the IRS, visibility of T&E spend for decision makers like CFOs and of course improvements in productivity for travelers. Businesses invest in a robust ERP system like Sage X3 primarily to realize such benefits.
Automating T&E Expense Reporting for Sage ERP
The ERP solutions provided by Sage are comprehensive management and planning solutions that allow businesses to track their performance closely. Travel and expense reporting by its very nature is a tricky area to control and monitor. That’s where a system like Gorilla Expense makes a huge difference.
Gorilla Expense extends the capabilities of Sage X3 by providing a robust mobile + web platform for travelers to capture both, out of pocket and corporate credit card expenses. Once these expenses have been compiled and approved the expense data can be sent to various ‘pages’ in SAGE X3 (like Payables as an Invoice or as a GL entry etc.) depending on the client’s requirements.
Gorilla Expense Extends Capabilities within Sage ERP
As our company’s name suggests, we are the experts when it comes to T&E tracking and reporting. And businesses that use Sage ERP (all the way from Sage 100 to Sage 500) can benefit from and leverage our expertise and thought leadership in this space. Our automated solution for Sage ERP greatly benefits travelers, approving managers, and Accounting. In addition, Gorilla Expense now also integrates with Sage 300 and Sage 300 Construction & Real Estate
Here are some of our cool features:
Mobile solution with e-Receipts, including a new and OCR add-on feature
Web application that can be accessed anywhere anytime!
AMEX, VISA & MasterCard Corporate Card Reconciliation
Multi-Currency functionality including GST/VAT capture
Besides the features we also specialize in dedicated and personalized support which is one of the main reasons client love working with Gorilla Expense!
So, embrace the technologies of the 21st century and say goodbye to frustrating and manual expense reporting processes that use Excel and Scotch tape. Let Gorilla Expense make this painless and paperless for you! Contact us at sales@gorillaexpense.com to learn more.
Within the Gorilla Expense application, when users create travel expenses, depending on their location additional tax reclaim fields can be enabled and the data can be sent to Dynamics NAV. We provide a total of 4 sub-amount fields in the application. These sub-amounts can also be configured differently to Add-to the value entered in the Transaction Amount.
For our Canadian customers (or customers with users that travel to Canada), the frequently used fields are GST, PST and HST. The user can enter amounts for these fields within the transaction from the receipt, and of course, also attach the receipt. For our European customers, these are the different flavors of VATs, based on the country.
Shown below, as an example, is a completed transaction with the tax values entered for a Canadian customer:
Canadian-tax-reclaim-fields
The Gorilla Expense integration app, which automates the integration between our web application and Microsoft Dynamics NAV 2009 and above can send the amounts listed in these fields directly to Dynamics NAV with the click of a button.
If the company has different GL codes associated with each of these fields, then those can be setup in the integration app as well. Once done, our integration app will post amounts in the specific fields to the respective GL code(s). Once the data is sent to NAV, then the accounting manager can reconcile it and issue a cumulative report from within NAV for reclaim from the government. This report will usually include the total reclaim amount based on expenses submitted by all users. Typically, the taxation rules are setup in NAV since the tax rates can vary based on province and as the ERP system, it makes sense for NAV to manage that complexity.
To learn more, discuss your requirements and view this travel expense integration with NAV in detail, send an email to info@gorillaexpense.com. We always love hearing from you!
