Expense Management Software FAQ
Who is ProjectPro Technologies for? ▼
All small businesses have expenses. ProjectPro’s expense management software saves businesses time and transforms unpleasant, tedious tasks into an efficient, time-saving process for all small businesses.
How does ProjectPro Technologies help my business? ▼
Every month accounts payable receives invoices, credit card statements, and emails consisting of pages of transactions. Accountants are responsible for allocating purchases correctly to GL accounts, projects, and the appropriate cost codes.
Employees can photograph a receipt and easily enter the information the day or even the moment the purchase is made with our receipt scanner app. No more scribbling notes on a receipt with the hope of remembering the details weeks later when someone asks you. A typical purchase takes less than a minute from start to finish.
Approvers can edit and approve each purchase so the costs are allocated exactly how they want them to be. Reminders can be sent to employees at any time or recurring reminders can be scheduled.
Accountants can then import credit card statements and ProjectPro’s expense management software will reconcile each transaction to its matching purchase. The data can then be downloaded and imported into the accounting software. Accountants can schedule recurring reminders for approvers or send reminders as needed.
ProjectPro’s expense management software automates the entire process by saving valuable time, minimizing errors AND you can do it all without a single piece of paper.
What is the setup time for ProjectPro Technologies? ▼
There are three simple steps to get started, and ProjectPro walks you through each one with a handy setup wizard.
- Add Users, Approvers, and Accountants to give them appropriate access.
- Enter the payment types that employees use to make purchases. (i.e. Amex1234)
- Add projects, general ledger accounts, or cost codes. This can be done with a simple import.
Each business will be assigned an Account Manager to guide you through the entire setup.
What if I need help? ▼
Every screen has a help guide that is easy to access and will walk you through everything on the screen. Click the “?” in the upper right. If you still need help, you can email us at firstname.lastname@example.org or call us at (615) 434 – 5308.
How much does it cost? ▼
Feel free to use the entire system for free for 30 days. After the initial 30-day trial period, the cost will be $7.99/month/user or $13.99/month/user, depending on the product selected.
How do I talk to someone in sales about ProjectPro Technologies? ▼
Phone: (615) 434 – 5308 x 1
I forgot my password. What should I do? ▼
I have questions about my bill. Who can I talk to? ▼
Phone: (615) 434 – 5308 x 3