Case Studies
Delighted Budgetly customers share their simplified business expense management successes!.
“At least once a month, we would work on about 4 spreadsheets. Now, with Budgetly we save approximately half a day!”
Karen Macleod, Accounts/Payroll Manager
Overview
Enterprise Services offers an extensive variety of cleaning and property solutions, together with an experienced and dedicated team that are committed to tailoring their services to clients needs and exceeding their expectations. Currently employing over 130 people in the field with head office in Clayton, VIC, they strive for innovation and equip their team members with the latest in technology, machinery and equipment.
Staff at Enterprise Services were allocating substantial time on manual tasks such as attaching receipts to spreadsheets and tediously updating into the accounting software for reconciliation prior to Budgetly. In turn, this presented several hurdles:
Challenges
- Manual reimbursement process: Collecting receipts for staff expenses were completed via spreadsheets and then manually inputted for reimbursement, deeming to be inefficient, time-consuming and painful.
- Saving and chasing receipts: The biggest challenge would be staff saving receipts up to six months, which would then have a ripple effect to other aspects of reconciliation every quarter.
- Time consuming and unsustainable: The manual receipt collection process resulted in a lack of real-time transparency regarding expenditures and unnecessary additional staffing.
1. No more manual spreadsheets!
The Budgetly app makes it so easy for Enterprise Services staff to upload receipts, and even sends them a notification. The receipt and transaction information is instantly available for the finance team to review, which makes an audit so much easier!
“At least once a month, we would work on about 4 spreadsheets. Now, with Budgetly we save approximately half a day!”
Karen Macleod, Accounts/Payroll Manager
2. Increased efficiency through automation
The Budgetly app makes it so easy for Enterprise Services staff to upload receipts, and track information through the real-time transaction feed that is synced to Xero, at their fingertips.
“With Budgetly, it's much quicker and very little to do from an administrative perspective. Works really well. Manager likes using it and everything seems to work! Transfer from Budgetly to Xero is also great.”
Karen Macleod, Accounts/Payroll Manager
3. Sustainable, simple all-in-one expense management
With Budgetly, Enterprise Services can automatically reconcile transactions, eliminate lost receipts and receipt chasing and provide fast transaction reports for audit in a matter of clicks.
“Ultimately, we decided to go with Budgetly because it doesn’t charge per transaction and the software is incredibly user-friendly. All of our staff understand it easily!”
Karen Macleod, Accounts/Payroll Manager
4. Fantastic onboarding and support :)
Every Budgetly customer has unlimited free telephone support, 1 to 1 screen share video training email support and live chat support.
“We haven’t needed support so far but onboarding was fantastic.”
Karen Macleod, Accounts/Payroll Manager
How Enterprise Services axed manual spreadsheets by using Budgetly!
Budgetly prepaid corporate debit cards are available in physical and digital formats, with virtual cards available instantly upon application. Staff can add Budgetly’s virtual cards to their mobile wallets and use them immediately in any location.
With Budgetly’s preloaded cards, Enterprise Services staff can transact, capture their receipts using a smartphone, and upload them to the app. In addition, Budgetly’s expense management software automatically records transaction details such as vendor names and transaction amounts.
Support staff can also add notes to each transaction and assign them under categories and tags set by finance teams. This allows the team to easily filter and view relevant transactions based on tours or expense categories.
Finance teams can allocate budgets for each card and set spending limits to avoid overspending. Additionally, these budgets can be automated to reset or roll over every fortnight.
Example of Budgetly’s budgeting functionalities
Requesting a money top-up is hassle-free on the app, and finance teams can approve them with a click of a button. In addition, all staff transactions can be viewed on the software, giving administrators more control over company budgets.
Example of Budgetly’s budgeting functionalities
Budgetly offers additional expense management functionalities: |
Issue unlimited Visa debit cards instantly
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Flag unnecessary transactions in real-time
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Eliminate lost receipts & receipt-chasing |
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Automatically reconcile transactions
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Sync all transactions with Xero |
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Fast transaction reports for audits |
Cancel or freeze cards in one-click |
For more information on Budgetly and how we work for businesses, schedule a demo with us today, or watch a 10-minute recorded demo.
About Enterprise Services
Enterprise Services offers an extensive variety of cleaning and property solutions, together with an experienced and dedicated team that are committed to tailoring their services to clients needs and exceeding their expectations. Currently employing over 130 people in the field with head office in Clayton, VIC, they strive for innovation and equip their team members with the latest in technology, machinery and equipment.
About Budgetly
Budgetly is an Australian prepaid corporate card and expense management software provider. We’re committed to making expense management easy for all companies and improving their expense processes. Our service is adopted by many NDIS providers, aged care providers, charities, and businesses across Australia.