Infor Expense Management
(Infor XM)

Infor Expense Management (Infor XM) offers a web-based, cloud-based and mobile-enabled suite designed to help organizations automate, control, and optimize employee-initiated spending & reimbursement. It covers key areas such as travel planning, expense claim, requisitions, payment requests and timesheet recording. Infor XM is widely used by mid-sized and large enterprises looking to streamline compliance, reduce manual work, and improve visibility into spending.

 

Infor XM – Core Components

    1. Travel & Expense Management
      • Automates submission, approval, and reimbursement of travel and expense reports.
      • Offers mobile claims, receipt capture, corporate credit card integration, and policy enforcement.
      • Integrates with OCR, Google maps, payroll, etc.
    2. Travel Plans
      • Allows employees to plan trips and request pre-trip approval.
      • Provides visibility into expected travel costs before employees commit.
      • Integration with travel agent’s web and portals.
    3. Payment Requests
      • Manages non-PO invoices and employee-initiated payment requests to 3rdparty vendor.
      • Ensures proper routing and approval.
    4. Analytics and Reporting
      • Provides dashboards and reports for spend visibility, policy exceptions, compliance insight, and KPIs.
    5. Budget Control
      • Check budget prior to approval.
      • Integrates with ERP to read/ import in budget figures.

 

Infor XM – Key Benefits

 

    1. Reduced Manual Work
      • Infor XM automates data entry through tools like web, mobile, tablets, receipt capture and corporate credit card feeds, reducing administrative effort for employees and finance teams.
    2. Improved Policy Compliance
      • Built-in rules and automated validations help enforce company travel and spending policies, reducing errors, policy violations, and fraud.
    3. Faster Approvals & Reimbursements
      • Configurable workflows get expenses reviewed and approved quickly, improving employee satisfaction and reducing bottlenecks.
    4. Enhanced Visibility & Control
      • Real-time dashboards and analytics help finance teams monitor spending across the company, forecast budgets, and identify cost-saving opportunities.
    5. Integration with ERP & Financial Systems
      • Infor XM integrates with Infor CloudSuite ERPs and many third-party systems (such as SAP, Oracle, and Microsoft), ensuring smooth data flow for accounting, GL, AP, and HR.
    6. Global Readiness
      • It supports multi-currency, multi-language, and region-specific compliance requirements, making it useful for multinational organizations.
    7. Mobile-Friendly Experience
      • Employees can create and submit expenses from mobile devices, attach receipts, and track approvals on the go.
    8. Reduced Risk & Better Audit Trails
      • Automated audit rules and detailed tracking help organizations maintain compliance and strengthen internal controls.

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