Travel Expense Approvals | Manage Expenses Better

Managing Expense Approvals Better

If an employee requires approvals from multiple managers related to requests for travel and entertainment of customers, approvals can be requested in person, by fax, or through email. This creates inconsistencies. Neither management nor the employee is able to see where requests are in this process. Important events and travel needed to support the business is often delayed and even canceled due to the request not receiving approval in a timely matter.

Using Workflow Automation for Approvals

By providing the employee with a central web dashboard to submit and track a request for business expenses, timeliness and productivity dramatically increase. After choosing and implementing Nutrient Workflow, the travel and related expenses process will now be streamlined. For example, approvals for a travel request can be reviewed in a matter of hours, down from days or even weeks. The employee submitting the request will know immediately if the business expense request is approved and will be able to review travel arrangements that have been created by the travel office.

Setting Up an Expense Approval Process

Assign process administrators to Nutrient Workflow to implement the process rules and any forms that will be used to gather information. Nutrient Workflow automatically executes the web and email approval notifications to the right people, reducing the chances of confusion while maintaining the current status of the request. With Nutrient Workflow, managers respond using a single web-based application. Each request is tracked and managed to provide business managers with up-to-date information for all travel requests. The application allows each request to be submitted, received, reviewed, approved, tracked, monitored, and reported. Groups responsible for making the travel arrangements can review the approved request and easily provide the details necessary for the employee to support business development.

Expense Approval Form

With Nutrient Workflow you can design and deploy approval forms to match your organization’s needs and standards. Design dynamic forms that only include relevant information and pre-fill known information to improve the user experience. Here’s an example:

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See Your Own Expense Request/Approval Process in Action

Get a Demonstration of Nutrient Workflow and we’ll provide a custom demonstration based on your unique process.