ExpensePoint vs Teamleader Focus Usage & Stats

Expense reporting at your fingertips! “It’s simple to use, I can add expenses and receipts to my report as they occur. I never have to block time to do my expense report….I love it!!”…. Ryan Santschi EXPENSE ENTRY ExpensePoint Mobile allows you to manage your entire expense reporting process effortlessly. Capturing expenses is now a snap! With this easy to use mobile interface you can add any expense in seconds. With our Receipt Reader system you can just take a photo of your receipts and we’ll read them automatically for you and we’ll even match them to your imported Corporate Card transactions. ExpensePoint will also automatically track your mileage on the go with our GPS MileageTracker™ system making the expensing of mileage an absolute breeze. Reports can be viewed in summary, detail or even by a rich color graph view which displays the percentage of spend by category. Users can also see reports that are pending manager approval and reports that have been approved. REPORT APPROVAL Managers can even review and approve expense reports and easily see all associated expenses and receipts via report summary or detailed view screens. Managers can approve or decline expenses at the whole report level at the individual expense level. Access all of your company links and documents as well via the Company Links button. Everything entered in ExpensePoint Mobile is automatically available when you log into your regular ExpensePoint account. • Create expense reports • Receipt Reader™ • MileageTracker™ • Add expenses via easy user interface • Assign credit card charges to reports • Link receipt images to expense items • Split expenses • Report summary view • Report detail view • Report graph view • Approve reports • Approve or decline single line items • Add cash advances and advance returns • See reports in progress, reports you have submitted for approval and all your approved reports • See your company links and documents

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Teamleader Focus

Invoices, quotes, CRM, project management and planning: manage your business easily in one place with Teamleader Focus. Make use of the most powerful features on the mobile app and run your business from anywhere: - Access and update contact details in your CRM. - Stay on top of payments, and create invoices and quotations. - Maintain a clear overview of your tasks, meetings and calls. - Track time, create digital work orders, and manage resources. 🫴 Your CRM always at hand Access, update, and track contact details on the go. Keep your complete CRM database at your fingertips, view interaction history, and stay connected with leads and customers. Need directions to your next appointment? Find routes via clickable addresses. 💰 Create invoices and monitor payment statuses Create invoices anytime during or after a project, based on completed or upcoming work. Teamleader Focus lets you track outstanding payments, automate reminders, and view PDFs of pro-forma, open, and paid invoices, ensuring up-to-date financials. Even on the go. 🗂️ Stay organised Our mobile app’s user-friendly dashboard provides you with a clear and chronological overview of all your scheduled tasks, appointments, and calls. Never miss a deadline or lose track of important activities again. 📈 Manage your sales opportunities at any time Sell on the go, update CRM data in real-time, and close your deals faster. Add new deals or move existing ones through your sales pipeline. ⏱️ Track time spent on tasks with one click Whether you're working on your computer or on mobile, Teamleader Focus allows you to start time tracking in your browser and continue on your phone or vice versa. This streamlined process makes tracking your working hours easier than ever. 🏗️ Digital work orders and resource tracking Create digital work orders and keep track off your mileage, working hours, and materials used. Our mobile app acts as your trusty right hand, allowing you to document and manage these details within a single platform conveniently. Teamleader Focus on desktop. With our Teamleader Focus business software, you can create quotes, manage customer relationships, invoice, plan work, and manage projects, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Smart quotations Create, customise, and share professional quotations. Follow up with prospects accurately, set expiry dates and internal reminders, and easily convert signed quotes into invoices. Sell more and faster with Teamleader Focus. Smart invoices Invoicing made easy: send invoices online, enable online payments and get paid faster using InvoiceCloud. Use QR codes on invoices to simplify payments. Get instant payment notifications and trust our integrations, such as Ponto, for payment verification. Smart CRM Have customer data automatically completed on invoices, quotations or work orders based on a VAT number or a company name. No more mistakes retyping contact details by hand: have documents automatically linked to the right contact. Smart project management Teamleader Focus seamlessly adapts to your workflow, ensuring a tailored experience integrated with your financial flow and CRM. You can easily replicate projects to maximise your productivity. Please note that a Teamleader account is required to use Teamleader Focus for iOS. About Teamleader With over 15.000 satisfied business owners and their teams, Teamleader has become the go-to business software for SMEs in Europe. Teamleader's comprehensive suite of tools helps businesses maintain control and achieve more with less hassle, from IT agencies and digital marketers to plumbers and construction companies. For more information, visit our website..