Travel Reimbursement Approval Workflow: How to Get Reimbursed
December 20th, 2018 • Travel Management
In an earlier post, we discussed the challenges of not having a proper approval workflow for travel requests and how to implement the travel request app with KiSSFLOW. However, one of the biggest pains of travel is the reimbursement process.
The travel reimbursement process has its own set of challenges:
- For the finance team to correctly reconcile all the data, they need information from the Travel Request application such as the project cost center, travel budget, travel advances paid, etc. This process can be tedious and prone to error. This problem is amplified if the expense reimbursements are done manually using paper-based forms.
- In the absence of an automated workflow, the reimbursements process can take a long time, which irritates travelling employees.
With KiSSFLOW, you can create a Travel Reimbursement automated application, and also connect it to other apps.
Employees submit a travel reimbursement request by updating the expense details and attaching bills and receipts. The reimbursement request is automatically routed for approval to the appropriate signing authority based on total expenses incurred and whether the request is submitted on completion of travel or in the interim.
(a) The travel reimbursement is submitted on the completion of a trip;
(b) the total expenses incurred for the travel is less than the estimated total cost of the trip.
If either condition is not met, the travel reimbursement request is sent to the manager for approval, and then to the respective department head. Once the approvals are given, the request is sent to the finance team for travel expense reimbursement.
How to Build a Travel Reimbursement Approval Workflow in KiSSFLOW [ Try for free now ]
KiSSFLOW is a Keep it Simple & Smart Workflow for Google Apps that simplifies the entire process of Travel Reimbursement approval workflow creation for business users. Try KiSSFLOW free for 14-day and test out the Travel Reimbursement App, or nearly 50 other automated applications.
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