Elvy integration with SimpledCard.
The Elvy integration with SimpledCard streamlines business expenditure, from payment to approval. Staff can pay using their SimpledCard or submit an expense claim and upload the receipt straight away, whilst the Finance department continues to use the existing approval workflow in Elvy.
Why choose an Elvy integration with SimpledCard?
With SimpledCard, you can integrate controlled payments and expense management into your existing Elvy workflow. This allows you to expand the process for business expenses without having to set up a separate approval and verification route for SimpledCard expenses.
Weekly budget
€ 2000,-
No more manual data entry
The receipt and financial details such as the general ledger account, VAT and cost centre are transferred to Elvy. Project, client and cost object can also be included.
Save time when dealing with large volumes
Submit expenses individually or group them by card and period. This means that Finance does not have to process large numbers of small expenses individually.
Carry on working in Elvy
Approval of SimpledCard expenditure remains within Elvy, so Finance does not need to manage a separate approval workflow.
Keep track of your spending from the moment you pay
With SimpledCard, you can set the rules for business expenses in advance and keep a closer eye on what is being spent. This allows the Finance department to take immediate action when necessary.
- Set budgets and limits per card, team or project;
- Block specific shop categories;
- View transactions and available budgets in real time;
- Let budgets be topped up automatically or adjust them straight away;
- Enable staff to record receipts immediately after payment and add the necessary details.
How the Elvy integration works
The Elvy integration with SimpledCard operates via two separate flows: the expense report is sent to Elvy, whilst the card transaction is sent separately to the accounts department. There, the card transaction is matched with the corresponding expense entry.
From SimpledCard to Elvy:
- The financial data is submitted via UBL, together with the corresponding receipt;
- Expenses can be sent to Elvy either individually or grouped by card and period;
- With batch processing, the individual expenses and receipts remain visible.
In Elvy and the financial administration:
- Accountability reports go through the existing approval workflow in Elvy;
- Once approved, the accounts are forwarded from Elvy to the finance department;
- The card transaction is provided separately by SimpledCard and matched with the corresponding expense entry in the financial accounts.
About Elvy
Elvy automates financial and administrative processes, including invoice processing and approval. With comprehensive workflows and integrations with financial and ERP systems, the software fits seamlessly into your existing administrative set-up.
SimpledCard submits business card expenditure to Elvy for accounting purposes. This means that these expenses can also be checked and processed within the existing financial workflow.
What our customers say
Approving invoices and processing them in Elvy is going well. You no longer need to review expenditure in SimpledCard; you can simply convert it into an Elvy UBL export. Receipts are also imported into Elvy, which makes the whole process a lot simpler.
How to link Elvy to SimpledCard
- 1. Book a demo
We’ll show you how SimpledCard works with Elvy, using your current financial processes and approval workflow as a starting point.
- 2. Become a customer
Once the contract has been signed and the statutory KYC check has been completed, we’ll set up your account and you can order cards for your staff.
- 3. Configure the Elvy connection
We’ll decide together how you’d like to submit your SimpledCard transactions to Elvy: individually or grouped by card and period.
- 4. Set up the connection together
During the onboarding process, we will set up the UBL data feed and check that receipts and financial data are imported correctly into Elvy. After that, expenses can be processed via your existing Elvy workflow.
Get started today with Elvy and SimpledCard
And find out how you can streamline business expenditure, from payment to approval.
Frequently asked questions
- Which Elvy customers might find this of interest?
For organisations where staff currently pay for expenses out of their own pockets, and for organisations that use credit cards and settle accounts manually each month.
- Will there be any changes to our approval process?
No. SimpledCard payments simply go through your existing approval workflow in Elvy. So there’s no need for a separate workflow.
- How much does the Elvy integration cost?
The accounting integrations are a paid add-on to your SimpledCard package. This keeps the basic package simple, and you only pay for the connection you use.
- When will my card transactions be submitted?
Only settled transactions are forwarded to Elvy. This is to prevent duplicate or premature entries.
- Does this also apply to temporary or external staff?
Yes. You activate SimpledCard payment cards on a per-user basis, with individual limits and authorised expense categories, without linking them to HR.
- How are expense claims allocated to the correct cost centre?
You set up cost categories for each team within SimpledCard. You then transfer this information when posting entries in your accounting software.
- Can we also have expense claims approved via Elvy?
Yes. Just like a card transaction with a receipt, an expense claim is submitted to Elvy and goes through the same approval process there. Once approved, you pay the amount from SimpledCard to the employee via your business account.