Expense reports
Simplify the management of expense reports by digitizing and automating processes. Lighten the burden of administrative tasks for the HR department and managers while improving organization and cut the processing time of business expenses in half!
Free your human resources service and your managers from the recurring constraints related to expense report management with our Optimal RH management software.
Expense report management policy
Customize your expense management policy. Our teams take care of configuring it according to your needs and adapting to your HR processes.
Employees
Set your refund policy according to the profiles
Depending on the amount of professional expenses, the type, and the user (agent, executive, manager, etc.), you will have the ability to define the amount of reimbursements. Whether they are total or partial, keep control and manage them as you wish.
Human Resources
Set the maximum amounts to not exceed
Set a maximum amount not to be exceeded by type of expense report. When the user exceeds the limit, you will be notified in real-time so you can reach out to them. If you wish, you can also leave the control to your employees by not configuring any amount.
Expense report requests
Make your employees autonomous in their expense report reimbursement requests. Whether they are at the office or traveling, employees can easily submit their expense reports through our platform designed for mobile.
Employees
Receive the photos of your employees' receipts live
The process is simple and playful to assist employees in declaring their business expenses, thereby accelerating the collection of receipts. Real-time tracking allows employees to know the status of their requests, keeping them informed at every step of the process. Additionally, thanks to the digitization of expense reports, keeping the original paper copy is no longer necessary.
Human Resources
Benefit from an efficient expense management solution
Optimal RH provides an efficient solution for businesses by simplifying the expense report management process. With the ability for employees to submit their expenses in real-time via the mobile application, companies can reduce delays and ensure compliance with deadlines. Real-time tracking facilitates the overall management of the request flow and allows HR managers to effectively monitor the status of each request.
Expense report validation
Customize the approval process for your expense reports and provide more involvement to your human resources managers and supervisors.
Employees
Improve the management of validations for your collaborators
Employees can track the status of their declarations in real-time, providing them with complete visibility into the progress of their requests by receiving notifications. With these features, they are guaranteed efficient processing of their expense reports, reducing delays and increasing the company's productivity.
Human Resources
Set up a workflow that streamlines your business processes
Organize the approval workflow for your expense reports as you wish. Give more responsibilities to your team leaders by offering them a pre-approval process. This improves the flow of requests by allowing managers to have visibility on the status of each reimbursement and ensures transparent and quick management.
Reimbursement of expenses
You can reimburse the expense reports of your employees in two ways: either continuously, or at the end of the month on the pay slip. Choose the method that best suits your internal processes.
Employees
Quick and efficient reimbursement of expense reports
Reimburse expense reports in just a few clicks. Select those that have been approved and are awaiting reimbursement, and generate a SEPA file with all the bank information of the employees. Finally, all you have to do is transfer this file to your bank.
Human Resources
Reimburse your employees on their payslip
Manage the flow of requests more efficiently, thereby improving overall employee satisfaction. Optimizing the reimbursement process enhances the efficiency of managing business expenses, reducing delays and promoting better productivity within the company.
