- Control Spend: Automatically limit what, where, and how much an employee can purchase, including daily, weekly, and monthly limits and restrictions to specific industries via Merchant Category Codes (MCCs).
- Capture Receipts: Seamlessly snap a photo of a receipt, add to a transaction, and annotate with custom notes.
- Tag Transactions: Easily categorize and organize transactions by using PEX Tags and append accounting or general ledger codes to transactions to speed up reconciliation.
- Make Quick Transfers: Transfer funds from your organization’s bank account to your PEX account on an ad hoc basis or schedule automatic transfers, fund and de-fund employee cards instantly for granular control, or allow cards to debit from a central shared account.
- Request Funds: Allow employees to request funds from authorized administrators with an audit of the entire process, and push and email notifications keep everyone informed.
- Enhanced Reporting: Quickly create a variety of reports on purchasing activity with detailed transaction data and export via CSV or in custom formats.
- Leverage Complimentary Systems: Easily integrate PEX with processes and tools you already use, including QuickBooks, Xero, Certify, and more.