![]() ![]() A quick email option allows employees to send over their questions as they arise. Open up easy lines of communication so employees don’t need to second-guess spending limits or permitted expenses. Consider a chatbot or quick email option to ask questions For example, with Uber, employees can set up a business profile with a separate payment method from their personal Uber rides, and receipts automatically forwarded to their company email address. Instead of having employees log and expense trips separately, or create separate accounts, suggest employees create a separate business profile within their accounts. Give employees the option of using the same apps for work that they do on their personal time, ordering rides and food with a tap or two on their screens. ![]() Look into the business profile option on popular apps You get the information you need, they toss the extra paper out of their wallets.Ĥ. Allow employees to use their phone camera to snap a photo of each receipt and attach, then throw the paper away. ![]() If you can eliminate the spreadsheet, it’s likely you can then start to tackle that mountain of receipts. This tremendous employee benefit helps the back office as well - instead of toggling between multiple spreadsheets, managers can view and organize all expenditures in one convenient platform. Many companies are moving to cloud-based expense report programs, and for good reason: they skip over the dreaded spreadsheet that employees hate handling. This cuts down the amount of time spent on expense reports when they return from traveling. There are a number of free and paid apps which can help employees track spending on the go. If you’re already partnered with a Travel and Expense Management vendor, chances are you’ll already have access to a mobile app for expense tracking. Here, we follow the traveler journey and identify common pain points in the T&E process. 13 ways to simplify monthly expense reportsĪ smoother expense reporting process can ease your travelers’ minds before, during, and after their trips. With those goals in mind, we’ve identified 13 things you can work on that will help create that frictionless experience for your employees, and for your own department. A little change to the expense reporting process goes a long way to ensuring a frictionless, stress-free, and time-saving experience for employees, and cuts a few tasks off your own busy to-do list as well. After all, part of your job as a manager of travel and expense strategy is to steer strategy. Just because expense reports can be boring doesn’t mean that they need to be a complicated burden. Tracking down receipts and categorizing spend may be tedious and time-consuming for employees, but they’re an indispensable tool for tracking T&E spend, mitigating overspend, and future budgeting. Expense reports–so important for travel and expense managers, yet often an annoyance for employees. ![]()
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