Martin Bros. ERP Ideas

RE: Awaiting for your response!!

Peter,

Raffi told me it would be a nice feature for the PM’s who incur quite a few expenses related to jobs and need to be reimbursed each month.

The app should allow for capturing an image of the receipt and allowing user to input the job and possibly some comment.

The data would flow to the ERP to make the cutting a reimbursement check to the PM at month end easy.

We can get more details from the “committee”

Maybe it doesn’t have to be an iOS app, but that might make the user experience a little easier.

Mike

From: Peter Laska
Sent: Wednesday, May 26, 2021 8:39 AM
To: Mike Whaley
Cc: ideas-PROD-martin-brothers@mailer.aha.io
Subject: RE: Awaiting for your response!!

Good morning Mike,

Thanks for the forward.
Yes, I agree, it should be something we can include in the ERP….with the reminder that this is new scope.

I have an existing Aha feature record for Field Expense Tracking as it relates to the Job – I’ll be sure to expand it so it includes the complete workflow processing from end to end.

I know the existing MB DB has a feature for Parking Expense capture and repayment.
Is there anywhere else in the existing system that deals with expense management ?

Thanks,

* Peter

From: Mike Whaley >
Sent: Wednesday, May 26, 2021 8:30 AM
To: Peter Laska >
Subject: FW: Awaiting for your response!!

Fyi.

From: Raffi Ounanian >
Sent: Wednesday, May 26, 2021 8:27 AM
To: Robert Klugh >
Cc: Wren Brent >; Mike Whaley >; Mark Penna >; Eddie Yarc >; Ana Tinajero >
Subject: Re: Awaiting for your response!!

I would like to incorporate this into our erp system. I don’t see nor can I justify spending $7,500 per year, every year, when we can develop something similar in our ERP for less than 10k
Raffi Ounanian
Senior VP | Partner
17104 S. Figueroa St. | Gardena, CA 90247
C 310-266-3174 | O 310-404-2132
www.martinbros.net

On May 26, 2021, at 7:54 AM, Robert Klugh > wrote:
 Another option ?
Sent from my iPhone

Begin forwarded message:
From: lauren williams >
Date: May 26, 2021 at 7:21:27 AM PDT
To: Robert Klugh >
Subject: Awaiting for your response!!


Hi Robert,

Does any of this sound familiar?

* Manual entry of expense reports into your accounting system?
* Managing paper receipts by hand?
* Excel based expense reports?

SutiExpense automates all these processes and more, saving you valuable time and money on your expense reporting.

Is expense management something you’re looking for?

Thanks,
Lauren Williams, Sales Executive
SutiSoft Inc. | Expense | AP | Procure | CRM | eSign | HRMS
(650) 492-7105
333 West El Camino Real,Suite 210
Sunnyvale, CA 94087 USA

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  • Mike Whaley
  • May 26 2021
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