How to speed up expense management for everyone
- Travel management platform - To book, approve, and analyze travel spend.
- Expense management platform - To add, approve, and reimburse expenses (all business expenses, not just travel).
1. Choose a best-in-class travel management platform
Key features in a successful travel management platform
- Easy self-booking with the approval process.
- Transparent and simple travel policies that can be integrated into the platform.
- Large inventory of travel options at competitive prices.
- 24/7 customer care support.
- No need to pay out of pocket and later chase reimbursement.
- Consolidated monthly invoicing.
- Intuitive reporting tools that help you simplify how you manage travel spend.
- Integrates with your expense management platform.
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2. Choose a top-rated expense management platform
Key features to look for in an expense management platform
- Receipt scanning
- Credit card transaction importing
- Corporate card reconciliation
- Expense approval workflows
- Delegate access and tasks to finance colleagues
- Intuitive with no learning curve
- Integrates with your travel management platform
3. Integrate and roll out your chosen platforms
Launch your travel management platform:
- Add all travelers and admins to the platform.
- Create company travel policies per team, cost center, or department.
- Set up approval workflows for teams, cost centers, or departments.
- Enable dynamic budgets to create real-time budgets that match the destination’s pricing.
Launch self-booking with all business travelers:
- Add all users and admins to the expense management software.
- Create automated expense approval workflows based on rules.
- Notify business travelers of the new mobile app for scanning receipts.
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