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Description
Ensure accurate allocations consistently. Automatically compute and apply sharing percentages exclusively to funds authorized to incur expenses. Streamline accounts payable across the entire firm, granting seamless access to exact expense reporting. By using EAS, you can prevent penalties for misallocations and automate allocation policies, guaranteeing that expenses align with fund agreements and disclosures. The conventional method of distributing expenses among funds is often complex and unclear. Additionally, intricate Excel-based allocations frequently harbor concealed errors because of insufficient controls. Such allocation errors can jeopardize asset managers, leading to potential reimbursement delays or misallocations, which can ultimately affect their financial integrity. Embracing automated solutions can significantly enhance accuracy and transparency in expense management.
Description
Enhance your field operations by harnessing the power of big data. Improve visibility in the field and streamline task management using a dedicated app for tracking field employees. With the help of advanced technology, overseeing field personnel can become a seamless process. TrackoField’s software is tailored specifically for monitoring field staff effectively. Assign tasks to your team based on their location, skills, and availability with the field employee management application. Now you can plan, delegate, and monitor tasks with ease while on the go. Features such as automated task reminders, file sharing, voice notes, and self-assignment of jobs significantly boost productivity. Additionally, the app facilitates automated salary calculations and clear reimbursement processes based on logged hours, leave taken, and incurred expenses. Managing costs, reimbursements, and salaries is integral to overseeing field staff. TrackoField makes all of this simpler with its built-in expense management feature, ensuring that your operations run smoothly and efficiently. By leveraging these tools, organizations can achieve enhanced operational efficiency and better employee satisfaction.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
Razorpay
SAP Cloud Platform
Tally
Zoho CRM
Integrations
HubSpot CRM
HubSpot Customer Platform
Razorpay
SAP Cloud Platform
Tally
Zoho CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
IntegriDATA
Founded
2002
Country
United States
Website
integri-data.com/products/eas-fund-expense-allocation-system/
Vendor Details
Company Name
TrackoBit
Founded
2017
Country
India
Website
trackobit.com/field-employee-management-tracking-software
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management