Travel Expense Approval Requests

In Web2Expense travel expense management system users can create an travel expense approval request (TAR) to enter an anticipated travel expense for the upcoming employee business trip.

The “Travel Request Management” menu provides all functions needed for the employee to complete a TAR.

Functionally, a TAR document is not much different than an expense report.

An employee prepares the TAR and adds anticipated expenses for the planned trip. The system adds anticipated expense items to the TAR.

TAR document remains in editable for until the employee submits it for approval. At that point the system locks the TAR document and starts the Web2Expense automated workflow process.

Depending on workflow settings as it relates to a project or an organizational hierarchy the system submits the TAR document to the approving manager(s).

Managers are notified via email about the submission of a TAR by an employee. They can either use the actual link in the email body or the “Manager Self Service” menu to approve or deny the TAR.

Upon managerial approval the Web2Expense TAR process allows the users to create an expense report automatically using the anticipated item expense list. As a result, users enter the expense report line items once.

The TAR process is an optional business process. The business process can be made mandatory using “Preferences” in “System Management” menu.

You can watch the following videos to learn more:

• ACME MEDICAL Expense Report Business Scenario
• ACME MEDICAL Expense Report Implementation Part 1
• ACME MEDICAL Expense Report Implementation Part 2
• Expense Approval – Employee Perspective