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