- Auto-defaulting for fast entry.
- Credit card integration.
- Daily exchange rates for over 150 currencies.
- Matter/Project Selector to find client and matter/ project information.
- People Selector for entering guests for meal and entertainment expenses.
- Inquiry system for viewing prior transaction.
- Online dashboard to review status of in-process expense reports.
- Image viewer for quickly reviewing receipts and documentation.
In many firms, the buck stops here. The Assistant is responsible for creating the expense report, making sure firm policy is adhered to, verifying there are no missing items, calculating foreign currency exchange rates, reconciling credit card bills, finding and organizing all the receipts, and checking that expense reports are eventually approved and paid... and most assistants support multiple professionals.
Chrome River Expense's intuitive screens are designed-keystroke-by-keystroke, click-by-click-to make the entry of expense reports as simple and efficient as possible. Auto-defaulting eliminates redundant data entry after the first transaction. Firm-defined descriptions for each type of expense eliminate repetitive typing. The Chrome River Matter/Project Selector enables you to find the right client/matter/project (even from lists of thousands) with just a few keystrokes - no need to switch screens or fill-in query forms. For entry of meal expenses: Chrome River offers a People Selector to simplify the task. Hotel bills are among the most challenging expenses to enter: Chrome River offers a Hotel Wizard to help you enter and reconcile the bill. Expenses in foreign currencies: Chrome River provides daily exchange rates for almost every currency in the world.
If expenses are incurred with a corporate or personal credit card, life becomes even simpler. The available transactions will appear right on your screen. Simply select the transactions that should be on the expense report, and new entries are automatically created. No need to worry about reconciling or handling the exchange rates; it's all done for you.
Once you've created a report, step over to the nearest copier/scanner/fax and image the receipts. The receipts will be sent to Chrome River where our software matches the receipts to the expense report. If in the future you need to refer back to any of the documentation, Chrome River offers online inquiry tools for viewing any expense report and the images of the receipts.
From the dashboard screen you can see where a report stands in the approval and payment process. With our combination of leading technology and a real understanding of your workflow, Chrome River will turn expense processing into a task that you look forward to.
