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ExpenseWatch Professional Services

Every business is unique, which is why we offer a wide range of professional services that can be designed to enhance your organization’s growing use of the system. From scalable testing environments to customized reporting services, ExpenseWatch’s expert Customer Satisfaction team is available to ensure your organization can Spend with Confidence.

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Custom Reporting

A subscription to ExpenseWatch’s spend management software includes numerous pre-built reports enabling you to quickly gain visibility into company spending. We also offer a Custom Reporting module for companies that need to measure and report on spending data differently than what is offered pre-packaged in the system.

If your company doesn’t have the resources to build your own custom reports and/or dashboards, you can engage our Customer Satisfaction team to address your needs. With your Customer Satisfaction Engineer, you determine the reports you need and the frequency and format in which you want them.

When your reports are built, we can either enable your company to run the reports using our Custom Reporting module, or we will deliver your custom reports and dashboards to your email inbox at the frequency you need, whether it be daily, weekly, monthly or quarterly.


Testing Environment

Independent of whether you’ve deployed ExpenseWatch to a small or a large number of employees, introducing changes to your ExpenseWatch deployment can cause unexpected results. An ExpenseWatch Testing Environment creates an exact copy of your service configuration enabling you to test any administrative changes before rolling them out to your user community.

The benefits of the ExpenseWatch Testing Environment can be huge. Here are a few examples of what you can test:

  • Securely mock-up policy adjustments, general ledger and/or changes to your approval workflow in the Signature Authority Form to see how transactions will behave under differing criteria.
  • Determine the impact of mergers, acquisitions and/or new business configurations.
  • Test new accounting system rollouts and integration.

You’ll be supported by your Customer Satisfaction Engineer, who is knowledgeable about your configuration and can help troubleshoot and rectify potential issues while in your testing environment.


Health Check

Like a regular check-up, an ExpenseWatch Health Check evaluates your complete implementation of ExpenseWatch. Everything is checked from your company’s usage of the system to an assessment of how spending policies and controls measure against industry best practices. These are just a few of the areas your ExpenseWatch Health Check will cover:

  • Usage analysis, login volume and trends by cost centers
  • Spending analysis review, targeting corporate cost cutting ideas to control expenses
  • Approvals assessment and best practice recommendations
  • Approval hierarchy (SAF) review, with best practice recommendations
  • Expense reporting policy review and assessment

At the end, you will know exactly where your company stands with recommended modifications to how your organization is using ExpenseWatch and/or business processes, as well as alerts to areas you may want to keep an eye on going forward.

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