Business trip settlement for companies
Business trip management without scattered data
Business trip module is part of the business travel management process on worktrips.com. It enables business trip requests and approvals to be handled, collects data and documents related to specific trips, and allows the trip to be settled once the journey is complete. After the request has been approved, the employee can continue the process on the same platform and proceed to travel booking. This means that the request, approval, booking, documents and business trip settlement are consecutive stages of a single process on worktrips.com. For the company, this means less scattered information, less manual work and accessible data that can be used for further financial and accounting processing and reporting.
What does a company gain from a structured business trip process?
Greater control over costs
Data on business trips, bookings and expenses is connected within a single process. This makes it easier to analyze costs, monitor budgets and assess business travel expenses.
Business trip process automation
Recurring stages related to requests, approvals, bookings and settlements can be handled within a structured process on worktrips.com. This reduces the number of manual tasks and streamlines business trip management within the company.
Less manual work and more time saved
Less data re-entry, file sharing and manual tracking of subsequent stages means less administrative work for everyone involved in business trip management. Once the process is complete, the company receives a fully completed business trip settlement ready for further processing, without having to prepare the documentation from scratch.
All data in one place
Information about trips, costs, documents and settlements is collected in one environment. This makes it easier to maintain data consistency and use the information in subsequent processes.
A process tailored to the way your company operates
The business trip process can take into account the applicable travel policy, financial rules and the method used to approve trips. This allows the process to reflect the organization’s actual way of working.
Reporting and data for further processing
On worktrips.com, you can generate reports using data from business trips and their settlements. This information can support the further work of finance and accounting teams and can be used in processes involving ERP systems.
What can a company manage in the business trip module?
Business trip requests
Handling requests for planned business trips, together with the data required for the next stages of the process.
Approval workflows
Requests can be routed to the appropriate people according to the company’s established business trip approval process.
Business trip statuses
In one place, you can check the current stage of a trip and see which actions have already been completed.
Documents and expenses
Receipts, invoices, other attachments and cost data can be assigned to a specific business trip.
Business trip settlement
Handling per diem, mileage and other expenses incurred during a business trip.
Reports and analyses
Business trip reports generated through worktrips.com can be used to analyze costs and take appropriate steps to optimize the process.
Data for finance and accounting
Information collected during the process can support further financial and accounting processing as well as data exchange with ERP systems.
Frequently asked questions
Yes. The standard process can be adapted to the organization’s needs. This includes the method of approving requests, the information required at individual stages and selected rules related to business trip settlement.
The approval process can be adapted to the company’s structure and rules so that requests are routed to the appropriate people.
Yes. Settlement is part of the business trip process and may include per diem, mileage, expenses and documents related to the trip.
Yes. Receipts, invoices and other attachments can be linked to the relevant trip and a specific expense.
Yes. On worktrips.com, reports can be generated according to the company’s needs, and business trip data can be used to analyze travel costs and support further financial processing. The system also provides downloadable reports, including a file intended for accounting purposes and a complete set of business trip data for use in an ERP system.
Yes. Requests, approvals, documents and subsequent settlements are handled within a structured process, which means less information has to be manually transferred between emails, forms and files. Once the business trip is complete, the organization receives a completed settlement ready for further processing. This reduces the need for the team responsible for settlements to manually re-enter information and prepare documents from scratch.
