OpenAir

www.openair.com
Included in: ExpenseCloud Pro Edition

Import Credit Card Transactions and Receipts into OpenAir

Does your company have billable employees using OpenAir to track project expenses? Now with the ExpenseCloud integration to OpenAir, employees can have their credit card transactions and receipt images tied directly to their billable projects, automating the entire process from expense to reimbursement. ExpenseCloud is an expense reporting application that lets you access transactions from over 4000 different credit card types. Each week it will auto-create an expense report including any cash transaction and receipt image captured from our mobile applications. When employees export their reports into OpenAir, they will find each transaction properly mapped to the Customer, Project, Category, Amount, Notes and Receipt fields. This advanced integration also initiates the employee approval and reimbursement process, making sure employees are getting paid back faster.

OpenAir User and Company Benefits

  1. Stop manually entering expense transactions.
  2. Export expenses directly into OpenAir including initiating the approval and reimbursement process.
  3. Eliminate paper receipts – Scan photos with our iPhone or Blackberry Applications and store them within OpenAir.
  4. Eliminate overnight delivery charges caused by mailing in expense reports
  5. Employees get their expense reports done for them each week with ExpenseCloud's automated reports.
  6. Employees can capture transactions while out of the office via ExpenseCloud Mobile applications
  7. Expense are properly categorized and assigned to the proper OpenAir expense item/Project/Customer
  8. Expense and receipt images are converted to PDF and emailed to approvers.
  9. Estimated employee time savings of 30–40 minutes per week

Getting Started

To access the OpenAir integration, you will need to sign-up for an ExpenseCloud Pro account and add your OpenAir credentials.

How do I setup ExpenseCloud with my OpenAir account?

To setup your ExpenseCloud account with OpenAir, take the following steps:

  1. Login to your ExpenseCloud account.
  2. Click on the Settings button in the top right corner of your screen.
  3. Click on the Report Settings section, and then the Add New button.
  4. Select the OpenAir checkbox and click the Next button.
  5. Enter your OpenAir User ID, Password, Company ID, and click the Save button.

How do I export expense reports from ExpenseCloud to OpenAir Employee Center?

You can export expenses to your OpenAir account by submitting an expense report from ExpenseCloud. You will need to create expenses and an expense report before doing so. Take the following steps to export expenses to OpenAir:

  1. In ExpenseCloud, create an expense report from your expenses.
  2. In the Reports section, click on the expense report you want to submit.
  3. In the 'Submitted reports are sent to:' drop-down, select OpenAir.
  4. Click the Submit button to export the report and initiate the reimbursement process within OpenAir.