{"id":17337,"date":"2021-06-30T04:40:05","date_gmt":"2021-06-30T04:40:05","guid":{"rendered":"https:\/\/www.itilite.com\/?p=3008"},"modified":"2024-11-30T08:47:06","modified_gmt":"2024-11-30T08:47:06","slug":"choose-business-expense-management-software","status":"publish","type":"post","link":"https:\/\/www.itilite.com\/blog\/choose-business-expense-management-software\/","title":{"rendered":"How to Choose the Best Expense Management Software"},"content":{"rendered":"
Finding the best expense software for a business is tricky. There are a variety of service providers in the market with distinct features and services.<\/p>\n\n\n\n
So, how do you select best expense software that not only manages expense reporting<\/a> but also makes the entire process faster, easier, and more efficient? <\/p>\n\n\n\n A software solution that fails to streamline tasks for you and your employees will ultimately prove ineffective, regardless of its features. You don’t want expense management software that requires coercion for your team to adopt it. Instead, it should seamlessly integrate into their workflow, enhancing their overall experience.<\/p>\n\n\n\n With employee satisfaction<\/a> and business values aligned, here\u2019s a step-by-step list for choosing best expense management software that \u201cworks\u201d for your business.<\/p>\n\n\n\n If you already have expense software, but your current provider isn\u2019t meeting your business needs like best expense tracking. This blog will help you re-evaluate your vendor and choose a better one. <\/p>\n\n\n\n First, it\u2019s wise to analyze your current expense management process. Before you start searching for a good expense management software system, you can probably create a list of the problems your business is facing. This will help you choose the right option.<\/p>\n\n\n\n Some questions you may want to ask yourself include:<\/p>\n\n\n\n Do your employees use company-owned credit cards or personal credit cards and then get reimbursed later? If they use personal credit cards, you would need software that provides a mobile app<\/a> so that employees can take photos of their expense receipts on the go and file reimbursements. <\/p>\n\n\n\n Moreover, the best expense reimbursement software<\/a> in the market offer ACH payments<\/a> feature where the reimbursement is directly credited in the employee’s bank account. <\/p>\n\n\n\n Employees will utilize the software to the same extent as you do. Hence, if you’re considering purchasing a new one, it’s prudent to gather feedback from them regarding the ease or complexity of the current software and any desired changes.<\/p>\n\n\n\n There might be some features you don\u2019t use like best expense tracking that you initially thought you would and some that you think should have been there in the expense management software. You can create a list of features that are a must for you and cross the others that are not required. <\/p>\n\n\n\n If your company allocates funds to different departments, you require expense management software which is having the best expense tracking feature that helps track allocation and different spending patterns. <\/p>\n\n\n\n Once you know the problems you need to solve, the part of researching for software becomes simpler. The criteria for your business will depend on the problems you and your employees face.<\/p>\n\n\n\n You must also set a reasonable budget for the business expense management software. Check which software falls within your range and take into account its ROI for the company. <\/p>\n\n\n\n For instance, a stand-alone solution may be cheaper now, but it makes sense to buy an advanced, all-in-one solution that helps you save money down the line. <\/p>\n\n\n\n Once you have created a list of all problems you need to solve and have set a budget, it\u2019s time to start researching the best expense management software providers. You can assess each provider in the following areas to make sure you select the right software.<\/p>\n\n\n\n Whether you are buying new software or replacing your existing one, ask yourself: Does this software have all the essential features you are looking for? Are the \u201cbonus\u2019 features necessary for your business?<\/p>\n\n\n\n Here are some aspects that can help you determine if the software offers the features you need: <\/p>\n\n\n\n An important consideration while adopting expense management software is that it grows and changes with your organization. It should be future-ready and easy to scale. Make sure you can:<\/p>\n\n\n\n While the essential features will help you make a strategic decision, employee experience is important too. For your software to be a success, all employees must adopt it. Therefore, ensure the software you choose is:<\/p>\n\n\n\n It is always nice to know how each provider can help in case the need arises. Understanding each software provider\u2019s customer support<\/a> model will help you determine who can support you along the way. Always consider:<\/p>\n\n\n\n Lastly, expense management software stores a vast amount of data related to your employees and company. Therefore, it should have a robust data security system<\/a> in place. <\/p>\n\n\n\n Furthermore, the software should adhere to all pertinent compliance regulations and guidelines. It’s crucial always to be aware of who can access your company data and to establish distinct access levels for different individuals.<\/p>\n\n\n\n Now that you have created a list of all potential expense management software providers, it\u2019s time for the easy part. Evaluate all software you are considering against your master list of necessary features and narrow it down to 3-4.<\/p>\n\n\n\n After you have determined your finalists, schedule a demo with each of them to get a better idea of how the software works. Also, the product experts will be able to guide you on how you can use their software for your business purpose. <\/p>\n\n\n\n Once you\u2019ve picked the best business expense management software, it\u2019s time to share it with all stakeholders for approval. Present your initial findings to all the stakeholders and then implement the expense management software post-approval. <\/p>\n\n\n\n Download to know the best expense management software checklist:<\/strong><\/p>\n\n\n Selecting business expense management software<\/a> might appear complex, but investing additional effort at the outset can lead to a more informed decision that benefits you in the long term.<\/p>\n\n\n\nFinding the Best Business Expense Management Software<\/h2>\n\n\n\n
Step 1: Understand What is and isn\u2019t Working in your Current Process.<\/h3>\n\n\n\n
1. How do your Employees Generally Incur Expenses?<\/h4>\n\n\n\n
2. What Problems do your Employees Face while Expense Reporting?<\/h4>\n\n\n\n
3. If you are Re-evaluating your Current Software, which Features are Missing or you Don\u2019t Use?<\/h4>\n\n\n\n
4. How do you Allocate the Funds Between Different Departments? What Insight does your Current Expense Management Software Provide?<\/h4>\n\n\n\n
Step 2: Set a Reasonable Budget<\/h3>\n\n\n\n
Step 3: Research Business Expense Management Software Providers<\/h3>\n\n\n\n
1. Essential Features<\/h4>\n\n\n\n
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<\/li>\n<\/ul>\n\n\n\n2. Customization<\/h4>\n\n\n\n
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<\/li>\n<\/ul>\n\n\n\n3. Good Employee Experience<\/h4>\n\n\n\n
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4. Customer Support Availability<\/h4>\n\n\n\n
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5. Data Security<\/h4>\n\n\n\n
Step 4: Evaluate Providers Against your List of Necessary Criteria <\/h3>\n\n\n\n
Step 5: Share the Software with all Stakeholders <\/h3>\n\n\n\n
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Simplify Expense Management with ITILITE<\/h2>\n\n\n\n