How Capexplan Works

The world's most flexible capex system

Capexplan is by far the world's most flexible cạpex management software. Your Super Users have full control to setup your account in order reflect exactly what you need. Add new fields in the capex request, hide fields, name them to adapt to your company's terminology. Capexplan will follow all your approval policies, regardless of the complexity (ex: multiple exceptions) or the types of users that need to review the requests (approvers, recommenders, observers, notified).

Setup your account

  • Create company org chart, approval policies
  • Add your users, set their individual permissions
  • Create or import all your budgets
  • Add your stage gates
  • Allocate funds to business units
  • Customize fields (rename, hide) and templates
  • Set permitted currencies and exchange rates
  • Setup integrations (ERPs, SSO, others)

Create Capital Acquisition Request

  • Create your request for capex, opex, lease
  • Complete all mandatory fields

Generate Reports

  • Produce almost any type of report, per unit or group
  • Track budget vs actuals, forecasts, cash flows

Approve Capital Expenditure

  • Capexplan automatically reaches out to users (approvers, observers, recommenders, notified)
  • Approvers can comment, approve, or reject the request

Manage Capital Expenditure

  • Add costs against expenditures
  • Seek re-approval on over budget

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