Do you invoice your clients for billable expenses?
PivotPrime creates billing statements that contain all of the individual expense details – along with their attached receipt images.
You’ve paid the expenses. Either as a cash advance, or reimbursement to an employee, – or payment to a corporate card. Using PivotPrime, you can invoice as soon as expense reports are paid. Quickly and easily, you will be able to ensure that your client receives all of the full details and receipt images they need to approve your invoice – and get your money back likety-split.
Connect your expense management and CRM
PivotLynx connects Concur Expense with one or more CRMs to associate expenses within the CRM’s activities, starting with Microsoft Dynamics CRM.
- Connect the dots with real-time data
- Leverage your CRM using data you’re already managing
- Better back end reporting data