Traveller
Provides purpose, route and cost estimate, then documents expenses.
Workflows and documents
Travel requests without office rounds.
Request, approval, advance, expense settlement and ERP hand-off in one process.
For employees, managers, finance and HR.
See the process
From start to finish
Business travel from request to checked settlement.
Trip plan
The traveller enters purpose, destination, dates and expected costs in one place.
Approval and budget
The manager considers the trip and financial control checks funding under local rules.
Advance and receipts
The advance and travel receipts remain attached to the same case.
Travel settlement
Actual expenses are added and missing receipts or differences are resolved.
Accounting hand-off
Accounting receives the approved settlement, or it is handed to the finance system.
Who is involved
Who is responsible for what.
Manager and budget
Approve the trip and funding in advance.
Accountant
Validates the settlement and hands it to the ERP.
What happens when something goes wrong
Changed trip or missing receipt
A variance requires a reason and returns to the relevant check; a missing receipt follows its own approval branch.
The result
An approved expense settlement with evidence and ERP hand-off history.
Product and integrations
What comes ready and what we configure together.
The product provides ready-made building blocks. Roles, forms and rules are configured for your organisation. For every connector, we agree the system of record and the error path in advance.
Explore the product: Workflows and documents →Related solutions
What can connect to this workflow
Next step
Let’s find a solution for your real operation.
We will take one real case, including the complications that commonly arise. We will explain clearly what the product does out of the box and what needs configuration or integration.
Find the right solution