Superior Spend Control

1. Expense Manager
Simplify expenses.
Fast. Easy. Accurate.
p Streamline expense submissions and approvals.
p Eliminate time-consuming spreadsheets.
p Reduce out-of-policy expenses.
p Integrate with Paychex Preview® payroll application.
p Track for tax and regulatory compliance.
p Analyze and reduce overall spending.
CallKevin George
Call Mike Brew
A Feature of Paychex
1-800-428-8170
Majorextension 86794
86169
Market Services

2. Simplify expense reports and control spending.
Take control of your organization’s expenses, ensure compliance with company policy, and
reduce spending – all online with a paperless solution.
The need to control expenses is a rising concern of today’s business managers. The travel
and entertainment category is one of the largest controllable areas of spending. It is often
unmanaged – giving business travelers the freedom to spend excessively. At the same time,
the overhead involved in submitting and processing tedious paper-based expense reports,
plus tracking and reporting for tax and regulatory compliance, drains productivity throughout
the organization.
Reduce discretionary spend and travel expenses.
With Paychex Expense Manager, it’s easier than ever to simplify and reduce costs in all
aspects of expense report management. Now, you can reduce excessive travel spending
and ensure compliance with company policy and industry regulations.
Save time and money by automating expense reporting.
Eliminate the need for complicated, time-consuming spreadsheets and receipts. Streamline
expense report review and approval cycles. Save time by submitting and approving expense
reports online and reimbursing employees through direct deposit or scheduled payroll in
Paychex Preview®.
Automatically create expense reports from credit cards and
travel booking tools. Store your scanned receipts to speed
up approvals and audits. CallKevin George
Call Mike Brew
A Feature of Paychex
1-800-428-8170
Majorextension 86169
86794
Market Services

3. Expense Manager works with everything you already use.
Credit Cards Travel Booking Tools CRM, Payroll, and Accounting Tools
Preview ®
Gain visibility into spending and start saving immediately.
Analyze overall expense data to identify cost savings opportunities and control excessive
spending. Gain insight into spending with charts, graphs, and reports.
Paychex Expense Manager is easy to use, fast to deploy, and flexible enough to accommodate
the specific needs of any organization. As an on-demand solution, there's never costly software
to install, and expenses can be managed from anywhere at any time. It seamlessly integrates
with Salesforce, Quickbooks, and other standard systems – so companies benefit on day
one. It’s everything needed to automate expense processes and control spending instantly.
With Expense Manager, expense reporting
has evolved into an efficient, accurate,
and paperless process…unauthorized
transactions are easier to catch and
paper checks are a thing of the past.
TRAX Corporation
Gain visibility. Analyze expenses for cost saving opportunities
and improve spending behavior.
CallKevin George
Call Mike Brew
A Feature of Paychex
1-800-428-8170
Major extension 86169
Market Services
86794

4. Expense Manager automates the entire expense lifecycle.
RECEIPT
Item 96.14
Thing 108.25
Item 16.97
Tax 20.57
TOTAL $ 241.93
Simplify Ensure Policy Streamline Automate Employee Analyze
Expense Reports Compliance Approval Cycles Reimbursement Expense Spending
Simplify Expense Reports Automate Employee Reimbursement
Easily submit expense reports online for Automate processing, save time, and lower
faster reimbursement. Eliminate complicated, bookkeeping costs. Streamline back-office tasks
time-consuming spreadsheets. and free-up employees for more important tasks.
p Pull data directly from credit cards. p Batch and pay expenses in one step.
p Attach scanned receipts to expenses. p Reimburse employees with direct deposit.
p Build expense reports from travel itineraries. p Export data to accounting software.
p Show out-of-policy notifications in real time. p Save data-entry time and minimize errors.
p Remember transactions to save time. p Integrate with QuickBooks and Paychex Preview®
Ensure Policy Compliance Analyze Expense Spending
Take control of expenses, ensure compliance with Gain visibility into spending with comprehensive
company policy, and reduce excessive spending. data charts, graphs, and reports. Analyze
expenses for cost-saving opportunities and
p Define overall company spending policy.
improve spending behavior.
p Set spending limits directly in the system.
p Communicate policy to employees. p Monitor all aspects of travel expenses.
p Ensure compliance with legal regulations. p Get detailed analytics on spending trends.
p Instantly follow-up on outstanding reports. p Analyze for cost-savings opportunities.
p Adjust rules to eliminate excessive spending.
p See reports by traveler, customer, or GL code.
Streamline Approval Cycles
Streamline review and approval cycles, improve the
flow between departments, and increase productivity.
p Expense reviews and approvals are fast.
p Managers are notified by email of reports.
p Expenses are pre-checked by the system. CallKevin George
Call Mike Brew
p Policy violations are clearly highlighted. A Feature of Paychex
p Approve in 1-click with line-item exceptions.
1-800-428-8170
Major extension 86169
86794
Market Services

5. Expense Manager
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