Expense Reimbursement Management

A document management system helps you manage large amounts of documents, but there are also relatively simple business processes that can be brilliantly solved by GLOBE. For example the problem of reimbursement of travel expenses. In the article below, a possible refund management system developed through the DMS Globe.

The management has been divided into two parts, both can be easily done from an application, from the web or through the mobile application: the insertion of the refund request and the insertion of the refund detail lines.

Transfer entry:

the “header” data of the transfer, containing the main data such as period and applicant.

Reimbursement entry:

it is possible to select the trip for which a reimbursement request is being made, indicating the type (hotel, meal, …), amount and other optional informations. It is also possible with the application to take a photo of a receipt or invoice, the image will be attached to the refund section.

Once the reimbursement items have been entered, they will be visible in an aggregate manner in the application, providing an immediate report of the travel costs

By selecting one of the items from the list, it is possible to have a preview of the document (box 1) and links to other documents, for example to the trip (box 2). By double-clicking it is possible to view the full resolution image and enter the section containing all the data relating to the reimbursement request.

In support of this, there is also a summary PDF for each business trip. It contains all the “header” data and all the related lines with more detailed informations.

For further technical information, please refer to the article on our portal dematerializzando.it. For any clarifications or further requests, please contact us.

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