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.
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I should mention that Advanced Business Software Corporation’s support team has been the best consulting group I have ever worked with. As I have done this before, I went into it with a very real knowledge of what we were up against, and the problems that we would face. Your group was there at every turn. This experience has far exceeded my expectations in every way. Our last system and software conversion took a year and a half to complete, with three times the employees working on it. Our project with you was done in seven months, from planning to final execution. Thank you to all of you.

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