Clean Energy & Construction
A leading solar energy installer counts on PEX to enable material purchases by employees, so they can finish projects in a timely manner.
Challenges
- Receipts were frequently lost or mishandled.
- A large number of employees needed to make purchases on the fly and the administrative work to organize spreadsheets and maintain their systems was getting very expensive.
- Budgets and expense policies for many employees needed to be enforced.
Solutions
- Employees photograph receipts and submit them with appropriate project codes through the PEX mobile app.
- PEX seamlessly integrates with the company’s ERP system, so expenses can be allocated to the right budgets and departments with one click.
- The company can load budgets onto cards in the morning, track spending in real-time through the shift, and recoup unused cash at the end of the day.
