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MarketingPilot MRM - Expense Management

MarketingPilot provides a complete expense management solution that tracks expenses from request for quote through payment.

  • Use a central dashboard for all expense management activities.
  • Track an unlimited number of expenses.
  • Setup complex discounts and apply them automatically to Expenses.
  • Expenses can have an unlimited number of line items
  • Associate expenses with Clients, Projects, Campaigns, Events and Programs.
  • Clients, Campaigns, Programs, Jobs, and Vendors have their own expense dashboard.
  • Prevent unauthorized access or updates with built-in security functions.
  • Track cooperative marketing payments.
  • Track inventory.
  • Create standard items to better track costs.
  • Multiple currencies (Enterprise Edition).
  • Track make-goods and credits.
  • Annotate accounting transactions with notes.
  • Attach accounting related documentation including contracts, emails, faxes, mockups, PDFs, etc.
  • Track accounting and financial information by client, campaign, program, and job.
  • Track production charges.
  • Integrated approvals functions: route expenses and purchase orders for approval.
  • Track expenses by expense account.
  • Manage accruals as well as cash expenses; track accruals and accrual dates.
  • Track sales, VAT, GAT taxes.
  • Track 1099 Vendors.
Marketing Resource/Enterprise Marketing Management Software Features

- Alerts
- Analytics/Performance Measurement
- Approvals
- Budgets
- Calendars
- Campaign Management
- Collateral Management
- Contract Management
- CRM
- Digital Asset/Document Management

- Direct Marketing
- Direct Response
- Editions
- E-mail
- Enterprise Edition

- Enterprise Marketing Management
- Estimates
- Event Management
- Expense Management
- Financial Management

- Internet/Online Marketing
- Inventory Management
- Lead Management
- List Management
- Marketing Database
- Marketing Plans
- Marketing Resource Management
- Media Buying and Planning
- Multi-currency
- Purchasing

- Print Production
- Reports
- Scheduling
- Strategic Planning
- Solutions
- Time Slips
- Trade Shows
- Vendor Management
- Web Portal

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