29/04/20203 min read

Manage And Track Expenses From Home

As most companies have moved into remote working and working from home, it is harder to keep track of your receipts and give your managers personally, EzBizTrip has a solution for this issue with our new updated feature by allowing our clients to manage and track their expenses at home.

This feature provides insights and visibility into company spend during this period and eases the workload of your finance team.

Our goal is to simplify the process as much as possible and use automation to make the day-to-day functions of finance teams as easy as possible.

It is important to look at the process carefully, keeping in mind how tasks flow and connect and who needs to be in the loop for the process.

However, even after simplifying certain workflows, we understand that there are still differences that need to be addressed, especially concerning approvals and authorization. We have automated these processes as well, so you don’t have to worry about it.

Here is an example of our workflow through our expense management solution :

Create an expense report

By creating an expense report, you will be writing down the things that are important like date, category of your receipts and the amount. This will then be submitted, reviewed and approved by your manager.  

Adding expenses

Once your expense report has been created, you will be able to add multiple expenses related to that report. 
You can also snap a photo of your paper receipts and attach it to your expenses. 

Claim & Wait For Approval

When the cut-off date has come for all finances to be sent over to your respective managers in-charge, you can easily click on your expense and claim it.

Managers in charge will receive a notification of your expenses and will then review it then approve it.

EzBizTrip Expense Report tool lessens the burden on managers and saves time as they will know receipts and all details will be in the report. If employees are still using spreadsheets and email to communicate their expenses, odds are there will be missing or overlooked in information and then time will be wasted from phone calls to back and forth emails. Hence, an automation report is definitely a helping hand.

Once your expense reports have been approved, you will receive a notification via email and your claims will be reimbursed on your company’s timeline term.

All companies want an easy and quick way to solve issues. We make it our goal to go above and beyond in every aspect of what we do, from our corporate travel management experience, localised customer support, expense management, and now, work from home expense report automation for all companies, finance professionals, and executives alike. Ready to get started? Let’s have a chat