Receipts Management

Receipts management through imaging and doing away with as much paper as possible has become a 'must-have' in expense management automation software solutions. As more of your workforce goes mobile and compliance regulations get more complex, the need to be able to get control of your paper receipts becomes critical.

Recognizing that proper documentation, especially receipts, is still the primary bottleneck in the expense reporting process, SumTotal offers you a way to simplify your receipts management with our proven Receipts Management solution.

SumTotal Expense Management offers industry leading receipts digital filing capabilities for better management and retention of receipts. SumTotal Receipts Management solution lets employees fax, scan and email or scan and upload their receipts and the system automatically links them to the appropriate expense report for processing based on a barcoded cover page. You also have the option of blocking the approval process until receipt images required for an expense report are received; assuring that management has the receipts needed for approval and compliance. If a user has forgotten to include a receipt, the receipt is simply re-sent along with the barcoded expense report cover page rather than requiring the user to send all of the receipts again.

SumTotal Receipts Management solution gives approvers and auditors the ability to retrieve all imaged receipt versions associated with a specific expense report. This functionality provides a complete audit trail and history of all images that have been attached to the expense report for improved regulatory compliance in all business areas, including auditing, IRS regulations and Sarbanes-Oxley (SOX).