Application Travel Expenses

Bitrix24 Application

Travel Expenses

Automatic tracking of financial expenses of employees on business trips

TRAVEL EXPENSES

The application for Bitrix24 which allows you to manage and control financial expenses of your employees' business trips.

Application Functional

STRUCTURED INTERFACE

The application interface is the table with all entries and the tab for settings

AUTOMATION OF APPLICATIONS

Each user in a few clicks can fill out the application for reimbursement of expenses during a business trip

CUSTOM FILTERING OF INFORMATION

Each user has access to their expenses and their status which can be filtered by: statuses, dates, etc.

AUTOmatic NOTIFICATIONS

The system automatically sends notifications to Bitrix24 about the creation of new requests to the responsible employee

SETTINGS BY ROLES

There are 4 responsible roles in the application: Administrator, Supervisor, Project Manager, Accountant. Each of them is responsible for their part of the process

important USER SETTINGS

Each user has his own personal setting where he is pre-registered: First name, Last name, Payment details

ADMINISTRATOR FILTERING

The administrator can filter information by: employee, month and others

AUTOMATic REPORTs

For a certain period of time you can automatically generate a report on all business trips of a certain employee

Application interface

REQUEST interface

Reports interface

HOW IT WORKS?

Step 1

USER REGISTRATION

It is necessary to register all employees of the company so that they can see their accounting for travel expenses, as well as send a request for a refund and track its status.

Step 2

FILLING OUT THE request

Upon arrival from a business trip, each employee fills out an application for a refund in a special card, in which you need to indicate: type of costs (accommodation, meals, transport, etc.), dates of business trip, date of request, if this connect with a project, indicate it, choose the amount costs and in what currency, as well as attach a file with an invoice (check) and send it for consideration.

Step 3

CONSIDERATION OF THE REQUEST

Users who are registered as administrators receive a notification about the approval of the employee's request for reimbursement of financial expenses during the trip and approve it or reject it.

Step 4

REFUND BY ACCOUNTANT

After the management approves the application, it automatically goes to the user who is registered as an accountant. The accountant sees the application with the amount of compensation and within a certain period returns the financial costs to the employee and then indicates the status "Returned" in the application.

Step 5

REFUND NOTICE

When the accountant makes a refund for travel expenses and indicates this in the application, the user will receive a notification that the request has been granted and the funds soon will be compensated.

Step 6

AUTOMATIC REPORTING

For a certain period of time (month or year), you can generate an automatic report that will show all business trips and financial costs for the selected period of time.

READY TO AUTOMATE THE ROUTINE PROCESS?

We install the application in a few clicks

We adapt to your needs and requirements

We automate the routine process in the company

We show employees full functionality in the 2-hours training

CUSTOMIZATION AND MODIFICATION OF THE APPLICATION FOR YOUR COMPANY

Each of our applications is a flexible solution that can be used both in standard functionality and adapting it to business goals.

We offer our application optimization services in terms of the requirements, goals and tasks of your company.

AMONG THE POSSIBLE CHANGES:

✓ Setting up fields and adding data fields;
✓ Creation of the necessary steps or a business process that works on the basis of the application;
✓ Linguistic and national (geographic) adjustment;
✓ Integration with other systems;
✓ Adaptation of the application design;
✓ Any changes to the application logic and much more.

Discuss the work of the application