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Software Vault: The Sapphire Collection
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EXPENSEI
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1994-09-08
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ExpenseIt!
by Lenis Hazlett
ExpenseIt!, recently released by On The Go Software, is an easy
to use utility program designed specifically for tracking business
travel expenses and producing expense reports. The program goes
beyond simply listing and summarizing expenses by category.
Expenses may also be matched to a specific project, client, or
purpose.
These features make the program versatile enough to be used by
both corporate and self-employed travelers. Other useful features
include: foreign currency conversion capability, mileage expense
tracking and expense reimbursement and billing capabilities. The
program comes with eight pre-defined expense categories that meet
the IRS' expense reporting guidelines. Users may modify these and
add up to 16 more categories. Categories may also be linked to
corporate general ledger account numbers.
To initially set up the program, users define expense and
payment categories. If desired, project names, client lists, and
even travel destinations may also be pre-defined. Data entry is
straightforward and typing is minimized by the use of pop-up menus
containing the pre-defined categories and lists. Receipts may be
entered in any order and are then organized by ExpenseIt! according
to the user's preferences.
This program has a variety of report options both for submitting
expense reports and for tracking expenses and reimbursement. The
program comes with eight portfolio or landscape pre-formatted
expense reports that should meet most users' needs. For an
additional fee, On The Go will develop a template matching a company
expense report, or users can purchase ExpenseIt! For Windows Report
Writer and develop their own template. Reports to track expenses
include a billing feature that allows expenses to be summarized by
client. An itinerary feature allows expenses to be reported by
business trip. Expenses can also be reported by year, quarter or
month.
A weakness of the program is in the handling of cash advances
and reimbursements. While expenses may be associated with clients
and projects, cash advances and reimbursements are associated only
with the time period of the trip through the itinerary feature.
Users expecting reimbursement from more than one source may find
this irritating. Another area of weakness is in the documentation
which tends to be scanty. Overall, business travelers will find
ExpenseIt! a useful, easy to use, and best of all relatively
inexpensive program. Don't leave home without it!
On The Go Software
4350 La Jolla Village Drive
Suite 300
San Diego, CA 92122
Phone: 619-546-4340
Fax: 619-546-0430
Suggested retail price is $129.99.