Expense Reports

ConnectWise PSA makes it easy to quickly automate your entire expense entry thru reimbursement process.  Employees can create and submit expense reports from anywhere using ConnectWise's intuitive interface. 

Expense reports are routed to managers for approval and then onto invoicing if the expenses are billable.  Expenses can be automatically integrated to your accounting package for employee reimbursement as well (see Accounting Integration for supported packages). 

Expense Reports
Click to enlarge.


Expense reports are integrated into the following areas
to provide for easy entry, approval and billing.
  • Expense Reports
  • Service tickets
  • Mobile
  • Agreements
  • Expense Reimbursements 
  • Invoices and all related reports
See the other Capture, Plan & Schedule modules

Feature List

  • Multiple locations supported
  • Multiple departments supported 
  • User-definable periods for expense reports
  • Odometer entry for mileage
  • Charge expenses to projects, service tickets or user-definable administrative codes
  • Ability to write up expense amounts for invoicing
  • Compliance monitoring
  • Integrated to Service Ticketing
  • Integrated to Projects
  • Integrated to Mobile add-on
  • Integrated to Invoicing
  • Roles based security
  • SSL supported