About WorkPlace Expense

WorkPlace Expense is a web-based and mobile travel and expense system to manage the entire expense lifecycle process. Incorporating mobile app entry and approvals, advanced optical character recognition (OCR), in-line receipt attachment, banking integration, real-time cash advances and on-account balance as well as comprehensive status monitoring and attendee tracking, Google Maps, and more. WorkPlace Expense aims to provide users with an effective yet simple expense solution.

With WorkPlace Expense, users can manage expense entry and approval easily using a mobile device or tablet. To further enhance expense processes, WorkPlace Expense includes an Entry Assistant feature, currency options, robust auto fill and e-mail alerts alongside powerful OCR technology. WorkPlace Expense’s OCR functionality allows users to capture receipt data securely and accurately in real time while the in-line receipt technology enables users to store and view receipts directly on the screen.

Moreover, WorkPlace Expense facilitates ad hoc approval workflows, travel request capacity, automatic expense report creation and flexible General Ledger (GL) distributions. WorkPlace Expense also comprises open payment, advanced tax and configurable questionnaire capabilities. With real-time integration with applications such as Microsoft Dynamics GP, AX, NAV, SL, Sage ERP, Blackbaud, Intacct and Acumatica, WorkPlace Expense equips users with a powerful accounting and enterprise resource planning (ERP) tool.

Key benefits of WorkPlace Expense

  • Available as an iOS and Android mobile application, offering you the flexibility to manage approvals and enter expense transactions on the move.

  • Seamless real-time integration with ERPs including Microsoft Dynamics GP, SL, NAV, AX, Dynamics 365 Business Central, Sage, Sage Intacct, Acumatica, Oracle, SAP which allows you to manage the expense lifecycle efficiently.

  • Advanced optical character recognition (OCR), enables you to capture comprehensive receipt data securely and accurately.

  • Create travel requests quickly and generate expense reports from pre-approved travel requests easily.

  • Simple and intuitive dashboard to monitor the status of any transaction or approval request in real-time.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, Australia

    Supported Languages

    English

    Images

    Advanced OCR mobile entry
    Powerful GL distribution
    Google Maps & mileage calculations capabilities
    Real-time cash advances & on-account balance
    In-line receipt attachment
    View 6 more
    WorkPlace Expense video
    WorkPlace Expense screenshot: Advanced OCR mobile entry WorkPlace Expense screenshot: Powerful GL distribution WorkPlace Expense screenshot: Google Maps & mileage calculations capabilities WorkPlace Expense screenshot: Real-time cash advances & on-account balance WorkPlace Expense screenshot: In-line receipt attachment

    Features

    Total features of WorkPlace Expense: 35

    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Approval Process Control
    • Assignment Management
    • Balance Sheet
    • Billable Hours Tracking
    • ERP Integration
    • Electronic Submission
    • Expense Claims
    • Expense Tracking
    • Financial Analysis
    • GPS
    • General Ledger
    • Invoice Management
    • Mobile Integration
    • Monitoring
    • Multi-Currency
    • Real Time Analytics
    • Real Time Data
    • Real Time Monitoring
    • Real Time Notifications
    • Real Time Reporting
    • Real Time Updates
    • Receipt Management
    • Reimbursement Management
    • Reminders
    • Reporting & Statistics
    • Request Routing
    • Search Functionality
    • Spend Control
    • Status Tracking
    • Time & Expense Tracking
    • Travel Management
    • Workflow Management

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    Reviews

    Overall rating

    4 /5
    (6)
    Value for Money
    3,6/5
    Features
    3,6/5
    Ease of Use
    4,2/5
    Customer Support
    4,3/5

    Already have WorkPlace Expense?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 6
    Bertis A.
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 2-10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Excellent Platform

    Reviewed on 2020/07/21

    I like the fact that it has integration and it can be use on the free option to a limited extend....

    I like the fact that it has integration and it can be use on the free option to a limited extend. More than usual group options and accessibility.

    Pros

    Its free and easy to use, easy deployment and features. I can add people very easy up to 50 groups and 20 people on call!.

    Cons

    Well, there are some features that could be included in the free options such as advance integration but are not.

    Response from Paramount WorkPlace

    Thank you for your review and time, Bertis. We appreciate your high ranking and will forward your note regarding adding additional features to the free version. With much gratitude! Stay well and safe.

    Cheryl A.
    Overall rating
    • Company size: 501-1 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Review of WorkPlace Travel & Expense module

    Reviewed on 2016/11/29

    I am the Controller for Quadax and the final Reviewer for Expense reimbursements. Our Company has a...

    I am the Controller for Quadax and the final Reviewer for Expense reimbursements. Our Company has a complex Organization chart, so we have a lot of Approval Lists and Routing Rules. But once these are set-up, WorkPlace is easy to maintain. It is also helpful that Travel requests can route differently and be based on different criteria than the expense sheets. I especially like the feature that creates the expense sheet from an Approved Travel request. My travelling account reps really like the WorkPlace Mobile App for taking pictures of meal receipts, etc., while on the road. My Sr. VP's like that they can filter the Travel requests and Expense sheets during approval. I like that the attachments show up in the side window for quicker review (not having to open an attachment). We process expense sheets weekly for payment and the synchronization with our ERP has been working effortlessly. WorkPlace Travel & Expense has been a huge factor in our effort to go paperless and has improved the timing of our employees expense reimbursement payments. This makes everybody happy!

    Pros

    Easy to learn and navigate for the end users. Because it is web-based, it can be used from almost anywhere. Makes processing expense reports quicker and more efficiently.

    Cons

    Initial set-up was time-consuming, but our Company has a complex Organization chart, with a lot of levels of approval.

    Response from Paramount WorkPlace

    Cheryl, Thank you for taking the time to write a review. We appreciate your high rating of Paramount workplace Expense and remarks of the robust routing and approval capabilities, filters, and the ease in which users can create, submit, track, and approve expense reports. If there is anything we can do to exceed your expectations, please let us know via our Customer Account Managers, Sales, Marketing, or Customer Support.
    We know you have many options and thank you for making Paramount WorkPlace your Expense solution of choice.
    With appreciation!

    Betty sue I.
    Overall rating
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Generally good!

    Reviewed on 2016/11/10

    I like the expense module for WorkPlace. If I had a wish list, it would include:
    1) Being able to...

    I like the expense module for WorkPlace. If I had a wish list, it would include:
    1) Being able to assign an "invoice number" to the expense report (currently is sent to SAGE with a system assigned voucher number)
    2) Being able to attach documents to the expense reports after it has been processed and sent to SAGE. Often receipts come in late and it would be nice to attach it to the original document
    3) Having a search capability that captured both the expense module and the check request module. Research on a GL requires searching both modules and combining them.

    Overall we are happy with the expense processing, but as noted there are a few improvements I would recommend.

    Pros

    Very user friendly in terms of navigation.

    Cons

    Having 2 separate modules for expense report processing and check request processing

    Response from Paramount WorkPlace

    Isaacss, Thank you for taking the time to post a review. We appreciate your positive rating of Paramount WorkPlace Expense features and its ease of use. We value your insight and have forwarded your note to the development team to incorporate into new releases. Thank you for being your Spend Management software solution of choice and opportunity to serve you and your team!

    Scott D.
    Overall rating
    • Industry: Staffing & Recruiting
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Workplace Expense

    Reviewed on 2016/11/10

    The automated routing rules and flexibility have allowed us to create a very flexible and dynamic...

    The automated routing rules and flexibility have allowed us to create a very flexible and dynamic approval process for our expense reports. We are a third party administrator for many different companies so the ability to successfully process under each companies unique guidelines is a major plus. We do appreciate that any customization requests that have been created and fulfilled have been turned into system configuration options in future releases thus making sure we are always using supported base code.

    Pros

    The system is extremely flexible in configuration and routing allowing us to adapt and change quickly to our business needs

    Cons

    The web interface is not as customer friendly as other software on the market, user adoption takes a little bit of time

    Response from Paramount WorkPlace

    Scott, Thank you very much for taking the time to write a review. We appreciate your positive rating of Paramount WorkPlace Expense and your high remarks of its flexible and dynamic approval process. We also appreciate your positive review of the product development team. You made their day! Regarding your note about the web interface, you will love Paramount WorkPlace 3.0 which is in development with Oct. 2017 release date. It will be 1st to market in technology and innovation! Thank you very much for being your expense of choice, we know you have many options and choose Paramount WorkPlace as your Spend Management Solution. With gratitude!

    Dennis Y.
    Overall rating
    • Industry: Hospitality
    • Company size: 1 001-5 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Gateway Casinos

    Reviewed on 2016/11/10

    I am using an older version of Workplace. I rather make put in more comments after the upgrade of...

    I am using an older version of Workplace. I rather make put in more comments after the upgrade of GP then Workplace.

    Response from Paramount WorkPlace

    Dennis, Thank you for time posting a rating. We appreciate your positive review of Paramount WorkPlace Expense. We are excited that you will be upgrading Microsoft Dynamic GP - you will really enjoy Paramount WorkPlace Expense Features, including OCR, GoogleMaps, OFX, Mobile Entry, Direct Connect, Dynamic Rule Engine & Approval Workflow, Real-Time Cash Advances & On-Account Balance, Advanced Expense Split, Open Payment Capabilities ¿ (Sunshine Act), Powerful Tax Engine, to name a few.
    Once again, Thank you for your positive Review and opportunity to serve you!

    Showing 5 reviews of 6 Read all reviews

    WorkPlace Expense FAQs

    Below are some frequently asked questions for WorkPlace Expense.

    WorkPlace Expense offers the following pricing plans:

    • Pricing model: Free, Subscription
    • Free Trial: Available

    To receive accurate price information, contact WorkPlace Expense directly.

    WorkPlace Expense offers the following features:

    • Accounting integration
    • Activity dashboard
    • Approval process control
    • Assignment management
    • Attendee tracking
    • Automated expense input
    • Balance sheert
    • Billable hours tracking
    • Corporate card payments
    • Customizable approvals
    • Dynamic workflow
    • ERP integration
    • Electronic submission
    • Expense claims
    • Expense tracking
    • Financial analysis
    • General ledger distributions
    • In-line receipt attachment
    • Invoice management
    • Mileage calculations
    • Mobile integration
    • Multi-currency
    • Questionnaire capabilities
    • Real time analytics
    • Real time data
    • Real time monitoring
    • Real time notifications
    • Real time reporting
    • Real time updates
    • Receipt management
    • Reimbursement management
    • Reminders
    • Search functionality
    • Spend control
    • Split expense reports
    • Status monitoring
    • Time & expense tracking
    • Travel management
    • Travel request management
    • Workflow management

    WorkPlace Expense has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    WorkPlace Expense supports the following languages:

    English

    WorkPlace Expense supports the following devices:

    Android, iPhone, iPad

    WorkPlace Expense integrates with the following applications:

    Acumatica Cloud ERP, Dynamics 365, Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP, Microsoft Dynamics SL, NetSuite, Sage Intacct

    WorkPlace Expense offers the following support options:

    Online Support, Phone Support, Video Tutorials

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