Expense Reporting Tool Requirements

The Fitch & Mather Expense Reporting Tool meets the following requirements specified by the groups who requested its development:

IT Requirements

• All data stored in a central database for ease of backup and reliability.
• Administrative tools, such as forms, for adding new users to the system.
• Low deployment costs for application installation and upgrades.
• Extensibility and distributed processing to integrate new components at a minimal cost, using computer resources efficiently.
• Responsibility for employees handled by their own managers.

Management Requirements

• Ability to track spending monthly and annually to ensure that departments stay within budget.
• Tools to analyze expenses without requesting reports from accounting.
• Automatic routing of reports to Accounts Payable after approval.
• Automatic enforcement of business rules and rejection of reports that exceed company spending limits.
• Use existing Excel template to avoid the need to learn a new tool and to enable employees to work on reports offline while travelling.

Employee Requirements

• Easy to track the status of a report after it has been submitted.
• Quick notification of rejections so that problems can be corrected.
• Timely reimbursement of expenses.