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Management consultancy seeks software for travel expense accounting

IT project from: management consultancy (Germany)Project no. 19/1833: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

As a management consultancy in the IT and communications industry, we are looking for software for travel expense accounting. Our small group of companies consists of three affiliated companies at one location.

The software should perform or support the following tasks:

  • Receipts (e.g., gas receipts, accommodation receipts, expenses, taxi, train, mileage with private car) should be able to be scanned or recorded in an audit-proof manner using a cell phone camera, and retention periods should be observed.
  • Settlements should be able to be created and transmitted digitally or automatically.
  • Expenses are calculated automatically.
  • Time codes for this should be able to be imported from an integrated time recording tool or by importing data from an external time recording tool.
  • Audit-proof digital archiving of receipts => goal is that no paper receipts need to be kept or archived anymore.
  • An interface to accounting software (e.g., Datev, Sage) must be available for further automated posting of travel expenses.
  • Cost centers and cost units must be able to be recorded or entered in the accounting system
  • Audit-proof archived receipts should be transferred or carried over when changing software
  • Manual corrections must be possible
  • If possible, external credit card statements (as imports, if necessary) should be able to be processed in the software
  • Must be multi-client capable
  • Web-based if possible

15-17 software workstations are planned.

Project statistics Quantity
Selected solutions from our thematically relevant pool (852) 14
Solutions with high relevance according to corresponding feedback 5
Communication between SoftGuide and providers (emails, telephone) 35