Expense Tracker

by Salesforce LabsSalesforceFree

Record employee expenses in Salesforce Platform with multi-line reports, manager decisions, and dashboard charts.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Expense Tracker — screenshot from the Salesforce AppExchange listing

What it does

Employees can submit spending records linked to vendors and categories. A single report can group several expense entries. The package also provides charts and dashboards for expense views.

Key capabilities

from the Salesforce AppExchange listing

Vendor expense records

Employees can file expenses associated with different vendors.

Category-based tracking

Expense records can be organized across different categories.

Grouped expense reports

One report can contain several individual expense entries.

Approval process support

Expense dashboards

The package includes charts and dashboards for viewing expense information.

In the catalog

127 plugins in Salesforce Platform · Finance

Price distribution: 43 free, 14 freemium, 70 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Installation guidelines 1) After installing the latest package from AppExchange, go to setup and make sure you edit the Dashboard page to Home Page Default page which is shipped with the package. 2) With that change, you should be able to see the charts that you can use to visualize the expenses. 3) Make sure that …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified