FinancialForce PSA Winter '13 Helping “Road Warriors”

Recently released FinancialForce PSA Winter ’13 builds on’s commitment to making professional services teams more effective, mobile, and social (having been built on the Salesforce Platform and natively embedded with Salesforce CRM). Winter ’13 is based on enhancement ideas submitted online by the company’s growing community of users via the FinancialForce Community portal that was launched in 2012.

Mobile Expense Management

FinancialForce PSA Winter ’13 features a new mobile expense entry and receipt capture application, which complements the existing FinancialForce PSA timecard entry application. The new app gives customarily mobile professional services workforces the tools they need to focus more on customer service and satisfaction while minimizing the time spent on mundane administrative responsibilities. Mobile expense entry enables users to submit and track their expenses on their Android device or Apple iPhone or iPad, by taking photos of receipts and attaching them to expenses. Once submitted, expenses are immediately available for client billing and/or accounting for employee reimbursement. With all relevant data centralized, professionals can access all the information they need to collaborate on the road, including via Salesforce Chatter, while getting their timecards and expenses entered anywhere, anytime. The Mobile Expenses Application will be available in the Apple App Store and Google Play.

Speedier Processing

The Winter ’13 release also introduces many other nifty time-saving features for its target PSA users, such as the following:

  • The FinancialForce Output Builder now offers automatic scheduled project status reports. Output Builder can create project status updates directly from the data in the system, which can be automatically emailed to customers and stakeholders. In addition to keeping external and internal teams up-to-date, this capability also saves professional services teams significant time and resources from the laborious process of gathering data manually, and assimilating the information into attractive and informative project reports based on the customers needs.

  • Bulk Timecard and Expense Approval allows professionals to speed up the often arduous process in bulk rather than tediously manually manage approvals one by one.

It is interesting to note that Concur’s traditionally well-defended realm of travel and expenses management is recently being nibbled at by, Workday, SAP Travel On Demand, and similar cloud solutions.
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