Overview
IVP Expense Manager streamlines expense allocations, codifying complex and fund-specific policies that can be automated for higher overall efficiency. It allows users to process most allocations quickly and devote more time to exception handling, with a full audit trail for transparency.
Key Features
- Centralized, automated expense allocation with customizable workflows
- Multi-level approvals and reviews
- Built-in integrations with leading general ledger systems
- Reallocation and pre-paid invoice support
- Flexible allocation by AUM, NAV, timesheets, valid expense type, and more
- Customizable CFO, COO and CCO dashboards for reporting and transparency
- PDF/OCR reader for invoicing
- Multi-dimensional allocation hierarchy support
Key Benefits
- Expense Allocation
- Automated expense capture and tracking
- Receivables and Payables tracking
- Multi-currency support
- Dead Deal expense tracking
- Compliance tracking
- Vendor payments
- Budget tracking and management
Media
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