Expense Tracking and Report Management
With ExpensePoint from Jefferson Bank, the process of expense reporting for your Jefferson Bank Business Mastercard® or Commercial Mastercard Multi Card® is quick and easy.
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Easily Connects with Your Business Credit Card
Allocate any charges you or your employees make with your Jefferson Bank Business Credit Mastercard® or Commercial Multi Card®.
Transactions automatically go into your Jefferson Bank expense system, where it’s assigned to the appropriate cardholder.
Take a picture of the receipt, and ExpensePoint automatically matches imported transactions to receipts in the user’s Receipt Wallet.
Easily Manage Business Expenses with ExpensePoint from Jefferson Bank
Track Mileage with Ease
Track Automatically using GPS
The Mileage Tracker can follow the route using a mobile device’s GPS, and creates a mileage expense with a single swipe to apply the reimbursement rate for your business.
Shows Map and Route Information
Users and expense managers can view the route information and map on each mileage report.
Effortlessly Build Expense Reports
Precise Receipt Reading
The Receipt Reader system can identify errors, scribbled amounts, tips, and can recognize how to categorize the information.
Options for Exporting and Report Filters
Export reports how you need, from print format, PDF, Excel, CSV, to XML. Evaluate spending using more than 36 management reports, with more than 60 reporting filters.
Go Paperless with Reporting
Quickly snap a picture of the receipt (or scan and upload) to connect to the expense. No more keeping track of paper receipts!
Simple Expense Reporting
Reimburse Employees Faster
With ExpensePoint’s built in ACH reimbursement system, paying back your employees for approved out-of-pocket expenses is easy and secure.
Effortless Approval Workflow
Approvers can approve expenses and receipts on the go by using the mobile app or browser! See out-of-policy expenses, and decide whether to approve or decline them.
Accounting Software Integration
ExpensePoint works with a number of accounting software programs, such as SAP, QuickBooks, Sage, Dynamics, and more!
Compliance and Security
Following strict global industry security standards to ensure your company’s data is secure, ExpensePoint is SSAE 16 (SOC II) audited and PCI-DSS compliant.
How to Enroll in ExpensePoint
Let our team show you how it’s done! We’ll walk you through the process of fully automating your employee expense report process, and capture your corporate Mastercard transactions.
Let’s Schedule Your Demo!
