E-solution — Web, mobile and ERP/CRM development in Casablanca

Employee Travel Management

The software will be installed and configured on acceptance day. Documentation on the application's features is provided.

In addition, user training, particularly for the administrator, is provided so that all stakeholders are up and running.

Travel expenses are recorded with a breakdown by type (travel, transportation, accommodation, parking, meals...).

Approval requests to the manager with email notification are automatic.

The main features are expense analysis by customer and project, and exporting amounts to your accounting system.

Employee travel - usability and performance

• breakdown of expenses by type (plane, train, hotel, restaurant...)
• multi-currency entry with automatic application of exchange rates
• allocation of expenses to project, customer or activity accounts
• email notification of approval requests to the manager
• immediate calculation of reimbursable expenses according to their type
• management of actual expenses, limits, flat rates, mileage allowances
• summaries, dashboards
• data export.

Simple, fast software implementation

1. Registration of your company and employees (last name, first name, email…);
2. Definition of your expense types and any reimbursement limits;
3. Definition of approvers for expense reports, profiles and access rights;
4. Software testing and delivery.

Characteristics: Employee travel management

Detailed features of the travel management software

For employees

• recording of travel expenses with breakdown by type (transportation, accommodation, parking, meals… ...)
• allocation of expenses to project, customer or activity accounts
• approval request to the manager with automatic email notification

For managers

• approval or rejection of travel expenses (with optional justification comments) - multiple levels possible
• automatic email notification of the response to the employee
• travel expense history per employee
• analysis and viewing of expenses by processing period, expense category, employees
• viewing of summaries, reports and various dashboards

For executives, the accounting department, the HR manager

• faster, simpler expense reimbursement process
• definition of reimbursement rules according to expense type: mileage scale, actual expenses, actual expenses with threshold, flat rates
• tracking of expense trends by period, type, employee or team
• breakdown of expenses by type and period
• data export

Additional features

• multi-currency entries with automatic application of exchange rates between currencies
• management of mileage reimbursement scales configurable per company
• interface with any external software or information system (export to Excel, CSV, PDF and XML) - eliminating re-entry steps and the associated risk of errors.