Rindegastos se integra al ERP: Caso de Éxito Lizminelli

Executive Summary

Liz Minelli has made a name for herself in the Mexican women's market, since she launched her first exclusive clothing design boutique in Mexico City in 1992. Today she has 173 branches in the Aztec country and 4 in Guatemala .

 

The administrator of this company Beatriz Hernández has been supervising the per diem area for four years and, therefore, is directly related to the reporting of expenses.

 

For her, the incorporation of Rindegastos has not only meant speeding up the receipt recovery process, but also having key information to adopt commercial measures.

A custom-configured platform

Branch supervisors and auditors are the ones that give priority to this company and they do so on a recurring basis, since they travel frequently to oversee the operation of stores located in different states of Mexico.

 

Before implementing the technological solution, each worker delivered their receipts physically, every fifteen days and consumer payments were not always made with the corporate credit card, which prevented the company from deducting taxes from these bills.

 

“With Rindegastos the voucher recovery time has been reduced by 50%, since employees are asked to upload their vouchers once a week. In addition, the platform was configured to accept associated payment documents only to the company's credit card. If an expense is paid by other means, the platform automatically does not upload it because it is not compatible with what is authorized and, therefore, it is not refundable,“ explains Beatriz Hernández. In this way , it has been possible to increase the number of tax-deductible consumption expenses by establishing a clear expense reporting policy through the platform.

 

In addition to the utilities of this technological solution, Liz Minelli's administrator highlights the reportability of Rindegastos and its benefits. “From the moment you download the information, you can process it in the way that best suits you and design your reports as you prefer. As we handle so many branches, we decided to configure the platform so that expenses could be associated with each branch and this does not imply any delay, because the user does not have to type, just choose the corresponding store. This, at the end of the day, it shows us which state costs us the most and the analysis of that information allows us to make business decisions“, he assures.

 

“It has helped us a lot to manage the requests of our internal clients, since the same user who renders can follow up on the stages of their expense reporting on the same platform“

 

Beatriz Hernandez

Rindegastos has made employees grow

Liz Minelli's administrator assures that, considering the benefits provided by the platform, Rindegastos is much more profitable.

 

When they decided to automate the Report procedure, Beatriz tells us that:

 

“We were reviewing an American platform, but it didn't have a Spanish version. Also, we wanted it to work from the phone, so that the expense could be paid as soon as it was done.”

 

Beatriz Hernandez

In this sense, RINDEGASTOS offered all the necessary requirements to cover the needs of the company.

 

Add that “since the system is integrated with ERP, it makes the procedure much easier for me. By having all the information in one place, I no longer have to check twice. For me it has meant a reduction in processing times process, because Rindegastos simplified it“, adds the professional.

 

But that's not all. By legal provision, the digital Mexican internet tax receipt (CFDI) must be issued with two mandatory components: an XML file and a PDF file. Both are always required by the Mexican tax service. that country and to report them they must be downloaded and then uploaded to the respective registry.

 

To solve this mess, Rindegastos implemented an efficient and much faster solution in Liz Minelli. “The email receipts@rindegastos.com was enabled to forward the emails there with the receipts in both versions. Once forwarded, they are automatically received on the platform, which loads the date, amount, folio and the concept for which the invoice comes, which speeds up the recovery of the receipts and finally the expense report”, Beatriz comments and adds “this has been an extraordinary benefit for all users. 90% of the providers we work with send a PDF and XML invoice to your email, and in seconds another email arrives informing that the expenses have been charged. Thus, the monthly closing takes me 3 days instead of 10 or 12, which it used to do before, when doing it manually in Excel“.

 

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