Business Travel Management

Separately from expense approval, the travel form also obtains permission to travel. The employee gets approval through this form before the trip. The form can be opened with or without an advance. Its fields cover the information the person making the booking needs. Your company's contracted hotels are available as a list on the form.

Policy checks run on the travel form as well. Rules such as daily meal or transport limits are defined per form and applied according to the length of the trip.

When a travel form is approved, an automatic email goes to the relevant unit of your contracted travel agency, based on the criteria you choose. Your agency books the tickets and hotel. You no longer have to prepare and send an email to the agency for every trip.

Accommodation, transport and meal expenses incurred during the trip become expense records when the receipt is photographed. The approved travel form is linked to the expense forms. The expense report shows which trip each expense was incurred on. The approver sees on the same screen that the expense belongs to a previously approved trip.

After the trip is completed, the employee receives a reminder asking whether the trip has been completed. This keeps open trips from dragging on to month-end.

Who approved what for whom, and for which trip, six months ago stays on record. During an audit or a budget review, you do not need to search through email archives.

Track courier and cargo shipments. Have distance-based expenses, such as the mileage allowance for a trip in a personal vehicle, calculated automatically.