Odyssey Partners Capital Expense Request (CER) Solution simplifies and automates the management of capital expenditure requests, providing a structured submission and approval process directly within your existing Microsoft 365 environment.

This app ensures clarity, accountability, and strategic alignment by standardizing CER submissions, incorporating required fields, and enabling tracking through SharePoint or Microsoft Teams. With Power BI Analytics, budget-related insights can be extracted from ERP systems, empowering leaders with real-time visibility and data-driven decision-making.

Who Benefits

Finance & Operations Managers seeking a streamlined, transparent approval process for capital expenses.
Project & Budgeting Teams needing visibility into expense prioritization to align with strategic goals.
Executives & Approvers desiring a centralized platform for tracking and evaluating capital requests efficiently.

Challenges Addressed by the Capital Expense Request Solution:

Lost or Delayed Requests: Standardized submissions prevent loss of requests and ensure accountability.
Lack of Clarity on Approval Requirements: Built-in rules clarify documentation and threshold requirements.
Disconnected Spending and Strategy: Ensures that requests align with strategic business goals.
No Central Archive: Stores past approvals and documentation for easy reference and ROI tracking.

Key Features of the Capital Expense Request Solution:

Automated Submission & Workflow: Improves request tracking from submission through final approval.
Power BI Integration: Provides data dashboards and links to ERP systems for budget alignment.
Centralized Repository: Uses SharePoint or MS Teams to archive requests, approvals, and documentation.
Enhanced Decision-Making: Required fields and submission rules expedite review and approval processes.

By adopting Capital Expense Requests, organizations can optimize the process for managing capital expense requests, enabling faster approvals, increased transparency, and strategic alignment.

Odyssey Essentials Capital Expense Requests

by Odyssey Essentials