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 ExpnsePlus 2.0

ExpensePlus 2.0

ExpensePlus for Newton is now available. ExpensePlus 2.0 is a powerful Newton software package that lets you capture business expense transactions on your PDA while traveling on behalf of your company or employer. To get reimbursed for your business expenses, you need to create an expense report -- often in a custom form provided to you by your employer. ExpensePlus will link up to virtually any expense report form in any custom format created in Claris' FileMaker Pro, Informed Manager, or Microsoft Excel for Macintosh or Windows.

Key Features

Intuitive and very easy to learn and use

Tap on intuitive and easy to use icons to open expense slips for the appropriate categories. You can even attach icons to your own custom categories.

Fast sort

 Just tap on any column header to sort your entire expense list by that field. Tap in the far right column to invert the sort (see screen shot below)

Convenient Expense Slips make expense data entry simple and easy. Expense Slips can also be created directly from the Newton Notepad or any other Stationery-aware package on your Newton PDA.

Graphs and charts are automatically generated right on your Newton PDA's screen for easy expense data analysis.

Need more information?Simply tap on any bar graph, pie slice, or list item to view only the expenses that make up that part of the chart.

 In addition, ExpensePlus version 2.0 offers:

  • Automatic foreign currency conversions.
  • Currency rates are tracked by transaction, not by the entire expense report. However, you may change currency conversion rates by date (or range of dates), by transaction, by credit card, by client, by currency, or any other way you choose (including combinations of these)
  • Warns when you exceed Per Diem limits by category (such as $30 dinner with a $25 per diem dinner limit), or groups of categories (such as $55 when your meal per diem limit is $50). ExpensePlus automatically creates a personal tax-deductible expense when you exceed your daily limit of expenses (per category or all categories) so that you can deduct the non-reimbursable amounts from your income taxes.
  • Track personal or business reimbursable expenses. ExpensePlus can automatically generate a annual personal tax deductible expense report at the end of the year. The personal expense report can be sent directly to FileMaker Pro or Microsoft Excel (without a messy export/import transfer most PDA connection utilities use) for use on your desktop computer.
  • Label your credit cards by "who pays the bill", then ExpensePlus will automatically know which expenses are reimbursable or not based on which credit cards you use.
  • ExpensePlus utilizes Newton Intelligent Assistance effectively. Enter "Avis $58.32" in your Notepad or Dates program, tap Assist, and a Rental Car expense slip is automatically generated. ExpensePlus knows that "Pizza $12" is a lunch expense (if entered between 10:30 a.m. and 4:30 p.m.). It knows that "United" is an airline (for an airfare expense slip), "Sheraton" is a hotel (for a lodging expense slip), as well as over a hundred other automatic "intelligent" translations of your notes.
  • Includes optional Stationery Expense Slips (Newton 2.0 or later) allowing you to enter all the details of an expense slip directly from the notepad -- without having to even launch ExpensePlus! ExpensePlus automatically scans the notepad for expense slips when you eventually run the program, and if it finds any, it offers to import them automatically into ExpensePlus.
  • Enter your miles directly into a mileage expense slip (and tag it either personal or business mileage). Or, if you prefer, enter your odometer readings at the end of each trip (the next trip will default to the ending mileage of the previous trip), and ExpensePlus will calculate your miles automatically for you.
  • Beam your expense reports (wirelessly) to your desktop computer using an optional serial infrared transceiver.
  • Print or fax signed summary expense reports (or detailed expense lists) directly from your PDA.
  • Includes several expense report templates for Microsoft Excel, FileMaker Pro and Informed Manager, including weekly expense reports, monthly summary reports, a personal expense list and an odometer/mileage report.
  • Link directly from the Newton PDA to your company's own custom expense report in FileMaker Pro, Informed Manager, or Microsoft Excel for Windows or Macintosh on your desktop computer.

Download a demo of it Now!

ExpensePlus 2.0 (.zip)

ExpensePlus 2.0 (.hqx)

 

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