ExpenseJunction
Salesforce-native Expense Management with Accounting Integration
ExpenseJunction offers all-inclusive expense management in Salesforce helping you capture, approve and reimburse expenses with receipts, mileage and timesheets in Salesforce’s mobile app. Automate invoicing in Salesforce with digital payments (credit card, ACH) to accelerate reimbursement from customers. Pay out employees and contractors faster with payroll integration and sync GL codes and transactions with Accounting / ERP systems.
ExpenseJunction
Expenses & Timesheets with Invoicing and Payroll Sync in Salesforce
ExpenseJunction offers all-inclusive expense management in Salesforce helping you capture, approve and reimburse expenses with receipts, mileage and timesheets in Salesforce’s mobile app. Automate invoicing in Salesforce with digital payments (credit card, ACH) to accelerate reimbursement from customers. Pay out employees and contractors faster with payroll integration and sync GL codes and transactions with Accounting / ERP systems.
Digitize Expense Tracking in Salesforce
- Capture expenses and receipts on the road in mobile app
- Create Expense Reports with a few clicks with pre-defined corporate GL codes
- Expedite approvals with Salesforce’s automated notifications / alerts
Pre-integrated with Banks & ERP systems
- Sync transactions from corporate and personal credit cards
- Sync approved expenses to Payroll systems for payout to employees and contractors
- Integrate with Accounting, Project Management and HR systems reducing manual data entry
Expense Attribution and Analytics
- Attribute expenses to Salesforce Accounts, Opportunities, Projects & custom objects
- Analyze cost of sales, project expenses and expenses by clients in Salesforce Dashboards
- Salesforce workflow automation drives timely reimbursements, billing and payouts
Architecture / Features
Subscription plans
Billed Annually
Discounted pricing is available for not-for-profits
Growth
Core Expense Management
$8
USD/User/Month
- Automate Client Invoicing for Reimbursement
- Mobile Capture of Receipts in Salesforce
- Submit / Approve Expenses
Pro
Integrated Timesheets
$14
USD/User/Month
- Timesheets for capturing time entries
- Daily / Weekly Timesheets with Approvals
- Capture Mileage as an expense
Plus
Advanced Workflow Automation
$20
USD/User/Month
- Generate PDFs for Timesheets & Expense Report
- Email / Share Digital Expense Reports
- Support for E-signature
Extensions
Integrate with 3rd Party Systems
Add Connectivity
to any edition
- Sync Time & Expenses to Payroll system
- Sync expenses to Accounting / ERP systems
- Import credit card transactions
Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages
Essentials
Core Expense Management
$8
USD/User/Month
- Submit / Approve Expenses in Salesforce
- Capture Receipts in Salesforce
- Automate Client Invoicing for Reimbursement
Growth
Integrated Timesheet Solution
$14
USD/User/Month
- Timesheets for capturing time entries
- Daily / Weekly Timesheets with Approvals
- Capture Mileage as an Expense
Pro
Advanced Workflow Automation
$20
USD/User/Month
- Generate PDFs for Timesheets & Expense Reports
- Email / Share Digital Expense Reports in Salesforce
- Support for E-signature
Extensions
Integrate with 3rd Party Systems
To any edition
USD/User/Month
- Import Credit Card transactions
- Sync Time & Expenses to Payroll system
- Sync Expenses to Accounting / ERP systems
Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages
Feature Set Comparison
| Growth | Pro | Plus | |
|---|---|---|---|
| Expense Management | |||
| Submit Expenses in Salesforce with Approvals | |||
| Capture Receipts in Salesforce from mobile app | |||
| Direct import / sync of credit card transactions i from corporate and personal card accounts | $ Incremental per user subscription applies | $ Incremental per user subscription applies | $ Incremental per user subscription applies |
| Invoicing / Payments in Salesforce | |||
| Automate Client Invoicing with On-Demand or Batch Invoicing i One-click automated invoice generation aggregated per project per client | |||
| Automated embedded Digital Payments Processing in Salesforce (credit cards, ACH) | |||
| Automated Batch Invoicing | |||
| Seamless Timesheet Entry | |||
| Daily / weekly timesheet entry in a spreadsheet style multi-line interface | _ | ||
| Log time against any object (Standard Objects like Cases and Opportunities as well as Custom Objects like Projects) | _ | ||
| Automated Document Generation | |||
| Automate pre-filled PDF document generation for client-facing Work Orders, Timesheets and Expense Reports | $ Incremental per user subscription can be added | $ Incremental per user subscription can be added | |
| Email / Share digital expense reports in Salesforce | $ Incremental per user subscription can be added | $ Incremental per user subscription can be added | |
| Support for e-signature | $ Incremental per user subscription can be added | $ Incremental per user subscription can be added | |
| Connectivity with 3rd Party Systems | |||
| Sync Time and Expense Data with any 3rd party system (e.g. Accounting, Payroll, Project Management, Field Service, ERP, etc.) | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org |
| Sync Expense Account Codes from Chart of Accounts in Accounting System to categorize Expenses in Salesforce | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org |
| Sync Timesheet and Expense entries to Payroll Systems | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org |
| Sync Time and Expense entries to corresponding Accounting entries in Accounting Systems | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org | $ ConnectJunction on subscription can be added for the org |
| Licensing for non-Salesforce users | |||
| Embedded Salesforce license for users without an existing Salesforce license | $ Incremental per user subscription can be added | $ Incremental per user subscription can be added | $ Incremental per user subscription can be added |
