Employee Portal

Employee Portal

The Employee Portal (EP) module allows companies to automate the process of entering timesheets, submitted expense claims, and assigning work.

Timesheet Entry

Expense Claim Entry

Tasks Inquiry

Highlighted Features

  • EXPENSE CLAIM REPORTING: Using only a web browser, employees can submit expense claims with scanned receipts and support documents. Once submitted, the expense claim will be assigned for approval according to predefined assigned rules. Once approved, Acumatica will create a bill in accounts payable to initiate the reimbursement and will generate a customer invoice if expenses were designated as billable to a customer.
  • TIMESHEET REPORTING: While working from anywhere, employees can complete worksheets where they document activities for the day. Timesheets allow workers to specify a customer, a contract, worked hours, and billable hours. Once approved by a supervisor, timesheets can automatically update contract usage and generate a customer bill.
  • TASK MANAGEMENT: Employees can create tasks associated with documents and assign these tasks to other employees or work groups. The task inquiry screen provides a central location where employees can see tasks that were assigned from any module as well as see tasks that have been escalated for follow up. Acumatica makes it easy for employees to add their task list to a dashboard and drill down inside to view task and document details.
Complimentary software audit. Schedule now
Is your system healthy?

For several years, our company tried to cost justify a barcoding and scanning solution to replace the labor-intensive efforts we were experiencing taking quarterly physical inventories at all of our distribution centers. After searching and analyzing many available solutions, we were pleasantly surprised when Advanced Business Software Corporation approached us with a custom solution utilizing their position as resellers of Psion Teklogix, a provider of rugged handheld scanners combined with the expertise of the programming group from Advanced Business Software that would allow us to achieve this goal and do it cost effectively. I can state with confidence that our partnership with Advanced Business Software and Psion Teklogix has met our expectations and provided a substantial return on investment to the Dixie Plywood Companies.

Bobby Awtrey IT Director, Dixie Plywood Companies

Software We Work With