PEX: Simplify your spending

PEX: Simplify your spending Software


Company Name:


 
  2024-02-01

PEX Overview


What is PEX? The PEX employee spending platform and PEX Prepaid Card provide a comprehensive solution for managing staff spending and expense reconciliation. The platform automates and simplifies spend and expense workflows, reduces data entry, helps manage cash flow, captures and tracks receipts, streamlines reconciliation, and provides detailed reporting. The PEX Prepaid Card allows employees, volunteers, or contractors to spend only when and where authorized, and the platform provides on-demand virtual cards and a scalable API for custom needs. The PEX app is a free companion app for existing Administrators and Cardholders intended to compliment the main PEX platform.



Features


- 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.



Official Screenshots


       


Product Details and Description of



The this app employee spending platform and this app Prepaid Card provide powerful capabilities to manage staff spending and expense reconciliation. this app automates and simplifies your spend and expense workflows, saving you time on issues meaningful to your bottom line. this app reduces data entry, helps manage cash flow, captures and tracks receipts, streamlines reconciliation, and provides detailed reporting. Your employees, volunteers or contractors can spend (only) when and where you want them to using their this app Prepaid Visa® or Mastercard®. this app also provides on-demand virtual cards and a scalable API for custom needs. The this app app is a free companion app for existing Administrators and Cardholders intended to compliment the main this app platform. With the this app platform, you can: • Control Spend. Modernize spending controls by automatically limiting what, where and how much an employee can purchase. In addition to daily, weekly, and monthly limits, employees can also be restricted to specific industries via the use of 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 this app Tags. 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 this app 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. Push and email notifications keep everyone informed. • Enhanced Reporting. Quickly create a variety of reports on purchasing activity with detailed transaction data. Export via CSV or in custom formats. • Leverage Complimentary Systems. Easily integrate this app with processes and tools you already use, including QuickBooks, Xero, Certify, and more. *** Any questions? Email us at: [email protected] If you are interested in becoming a customer please visit: https://apply.pexcard.com *** The this app Visa® Prepaid Card is issued by The Bancorp Bank and Fifth Third Bank, pursuant to a license from Visa U.S.A. Inc. The this app Prepaid Mastercard® is issued by The Bancorp Bank pursuant to license by Mastercard International Incorporated. The Bancorp Bank and Fifth Third Bank; Members FDIC. Please see back of your Card for its issuing bank. The this app Visa Prepaid Card may be used everywhere Visa debit cards are accepted. The this app Prepaid Mastercard may be used everywhere Debit Mastercard is accepted. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.




Top Reviews

By WissenIT

Need Face Recognition Feature for Iphone X user

Hi Everytime when i try to login its asking me for password. It makes hard time for me to enter as app doesn’t have save password option as we don’t have a biometric option why can’t you guys update some patches to Application adding face recognition to X user’s it makes easy for us to login. Please work on it as everyone switching to newer iphones its time for you guys add this feature hope you find a better solution. Thanks

By Jo288!

App easier to use than desktop version

We use this for work expenses. It’s easy to attach receipt pictures and notes. Highly recommend

By BuckeyeAl59

Great App for tracking

Use Plex to track my Gasoline usage. My gas card was sent to me from The Leukemia and Lymphoma society to help me with these expenses. What a great group, they have helped in other ways also. Plex and LLS, glad I have access to both. Allyn Immel





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