ClickUp Features

Expense Reports
Ease of Creating Expense Reports

Creation of expense reports takes little time and is intuitive for new users.

 

N/A
Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements.

 

N/A
Smart Categorization

Automatically assigns categories/accounts based on past entries and credit card statements.

 

N/A
Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

 

N/A
Employee Reimbursement

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system.

 

N/A
Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency.

 

N/A
Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional).

 

N/A
Mobile
Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device.

 

N/A
Mileage Tracking

Allows users to track mileage from mobile device using maps or GPS.

 

N/A
Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes.

 

N/A