TIME AND EXPENSE MANAGEMENT

Insights that give your services team an edge

Easily enter, approve, and track time and expense entries for every client project so you can accurately invoice your clients, drive better decisions, and recognize revenue faster.

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Full system control with just a few clicks

Nobody wants to manually approve time entries and expenses. With Upland PSA, you can configure and automate time and expense approval workflows based on the way your business runs and the types of services you offer.

Reach your potential for profitable growth

No more best guesses. With Upland PSA, start using time entry data to run project accounting scenarios that help you pick right, every time.

  • Capture time and expense entries while you’re on the go from anywhere in the world with the mobile app for iPhone and Android devices.
  • Compare estimated and entered time against projects to track resource utilization and avoid unnecessary overruns.
  • Full compliance support including day locking, enforce note entry for changes, and auditing of all data entry, changes and approvals for DCAA, SOX, and other regulations.
  • Monitor project profitability with interactive dashboards and reports to show how much time is spent on billable and non-billable work for every project and client.
  • Integrate Upland PSA with your financial management and payroll systems to easily take care of your project accounting needs.

 

Global coverage

Capture time entries and reimburse employees for expenses with full multi-currency, multi-tax support.

Complete visibility

See the impact of specific time entries on total project costs and utilization rates for all billable and non-billable work.

Accurate invoices every time

Generate invoices with the right information so you collect payments on time and recognize revenue faster.

Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business.

Allie Bohr
Client and Data Administrator, Vantage Partners

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