Customer Management
In web2expense TE (w2e TE) companies can track expenses for each one of their customers and projects. A built-in customer organization hierarchy module can help organize customers and allow companies to manage customer accounts easily. A customer hierarchy is composed of three levels:
- Customer Category
- Customer Sub Category
- Customer Group
When organizing customer accounts a company should plan how they would like to manage their expenses. A customer account can be assigned to multiple projects; in addition, companies can assign employee groups to these projects.
An employee can only see a customer account / customer project if they are explicitly assigned to that project. When creating an expense report employees can assign expenses to projects at line item level.
This feature can save time and effort if your company employees work on different customers/projects on the same business trip.
If you have any questions regarding Customer Management module of w2e TE feel free to contact us at 1-866-WEB2EXPENSE.
