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Customer Story

Contractor

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.  
 

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