1. 10/7/2013 0
expenseflo
expense management solution

2. 10/7/2013 1
Why Meridian?

3. 10/7/2013 2
© 2012 Meridian. All rights reserved.
Beyond the Technology

4. 10/7/2013 3
VAT compliance can still be a problem when
using an expense management system…

5. 10/7/2013 4
Expense
validated and
approved
Routed for
manager
approval
Release for
payment
Expense claim
logged and
indexed
Received in
Meridian
Expense
prepared and
scanned
• Query non-compliant claims with employee
• Accept or reject claim
• Carry out compliance check against global
and local policy
• Ensure amount claimed is correct and matches
receipt
• Ensure original receipts provided for each claim line
Expense audit
Query management
VAT analysis and refund
Foreign VAT
• Quarterly or yearly
submission to relevant VAT
authority and refund
Filing and archiving
• Secure storage after 3 months
• Filed by index for easy retrieval
EXPENSE
AUDIT
VAT
EMS
Travel booking
Integration with booking
tool and approval workflow
Credit card transactions
uploaded daily/weekly
Expense entered to
expenseflo by
the employee
Credit card uploaded Expense created Expense submitted
Logistics
Claims sent to
central location
Local VAT
• Monthly report
identifying local VAT
amount per line item
Cash and credit card line
submitted, printed and
receipts attached

6. 10/7/2013 5
Expense
validated and
approved
Routed for
manager
approval
Release for
payment
Expense claim
logged and
indexed
Received in
Meridian
Expense
prepared and
scanned
• Query non-compliant claims with employee
• Accept or reject claim
• Carry out compliance check against global
and local policy
• Ensure amount claimed is correct and matches
receipt
• Ensure original receipts provided for each claim line
Expense audit
Query management
VAT analysis and refund
Foreign VAT
• Quarterly or yearly
submission to relevant VAT
authority and refund
Filing and archiving
• Secure storage after 3 months
• Filed by index for easy retrieval
EXPENSE
AUDIT
VAT
EMS
Travel booking
Integration with booking
tool and approval workflow
Credit card transactions
uploaded daily/weekly
Expense entered to
expenseflo by
the employee
Credit card uploaded Expense created Expense submitted
Logistics
Claims sent to
central location
Local VAT
• Monthly report
identifying local VAT
amount per line item
Cash and credit card line
submitted, printed and
receipts attached

7. 10/7/2013 6
Expense
validated and
approved
Routed for
manager
approval
Release for
payment
Expense claim
logged and
indexed
Received in
Meridian
Expense
prepared and
scanned
• Query non-compliant claims with employee
• Accept or reject claim
• Carry out compliance check against global
and local policy
• Ensure amount claimed is correct and matches
receipt
• Ensure original receipts provided for each claim line
Expense audit
Query management
VAT analysis and refund
Foreign VAT
• Quarterly or yearly
submission to relevant VAT
authority and refund
Filing and archiving
• Secure storage after 3 months
• Filed by index for easy retrieval
EXPENSE
AUDIT
VAT
EMS
Travel booking
Integration with booking
tool and approval workflow
Credit card transactions
uploaded daily/weekly
Expense entered to
expenseflo by
the employee
Credit card uploaded Expense created Expense submitted
Logistics
Claims sent to
central location
Local VAT
• Monthly report
identifying local VAT
amount per line item
Cash and credit card line
submitted, printed and
receipts attached

8. 10/7/2013 7
Hidden Benefits
Improved
Behaviour
Consistent, ind
ependent, appl
ication of
policies
Quicker
turnaround of
process, spee
dier payment =
Happier
Employees
Perception –
We are seen
by regulatory
bodies and 3rd
parties as
having a
robust process
for a high level
of spend
Access to VAT
consultancy

9. 10/7/2013 8
expenseflo
expense management solution