Expense reports with Captio
Specific connector to make the integration of employee expense management with your Dynamics ERP much more agile and simple
What is Captio
Captio It is a tool that digitizes and automates the company expense management process. It integrates with Business Central, is approved by the AEAT, and complies with Portuguese, French, and Italian regulations.
The process is carried out using the Captio app, which digitizes and automatically processes the expense with a photograph of the receipt or digital ticket. These expense reports created in the app are received by the supervisor. In addition, Captio allows the management of reimbursement through payroll or SEPA files.
The expense is uploaded by capturing it with the app, manually, in PDF format, or by forwarding an email.
Said expense is reported for review.
The review phase adapts to the company's own spending policies and is executed through automations and alerts.
Employee expense reimbursement and automatic bank reconciliation.
Data analysis to obtain spending patterns in order to take corrective actions.
Do you want to see Captio in action?
Discover how to manage company expense reports in Business Central
Benefits
Capture expenses
Capture expenses with ease, create expense reports, manage reimbursements, and generate control reports. Captio works integrated into Business Central.
Bank reconciliation
You can link each payment to a specific company card.
Travels
Travel expenses and flexible mileage management based on the type of traveler or trips.
Approval
Captio is adapted to the tax regulations and requirements of Spain and other European countries.
More productivity
It is a tool that speeds up daily tasks that can be very tedious, while also preventing errors.
Alerts
Configure different alerts based on business needs. For example, expenses generated on weekends.
Synchronization
Automatic synchronization of employee onboarding and offboarding, users, workflows, and cost objects.
Information
Retrieve all expenses, mileages, and reports for all users and confirm the information for each one. Access the expense/mileage history, reports, and advances.
More control
Track the amounts to be reimbursed to each user and manage advances from Business Central.
SII
Possibility of registering expenses as an invoice to submit them to the SII.
Integrations
Captio Connect for Business Central allows you to connect Captio with Dynamics 365 Business Central. This way, it is possible to synchronize the information submitted by expense users and retrieve it in Business Central for accounting purposes.
In this way, it is possible to retrieve all expenses for their management and control in the ERP Business Central.
