Workflows, documents and people

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
Crayon story of the solution: Travel requests without office rounds.

From start to finish

Business travel from request to checked settlement.

  1. Trip plan

    The traveller enters purpose, destination, dates and expected costs in one place.

  2. Approval and budget

    The manager considers the trip and financial control checks funding under local rules.

  3. Advance and receipts

    The advance and travel receipts remain attached to the same case.

  4. Travel settlement

    Actual expenses are added and missing receipts or differences are resolved.

  5. Accounting hand-off

    Accounting receives the approved settlement, or it is handed to the finance system.

Who is involved

Who is responsible for what.

Traveller

Provides purpose, route and cost estimate, then documents expenses.

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

The solution connects to the systems you already use.

Forms, roles and rules follow the way your team works. Every integration keeps the source of truth and error ownership clear.

Explore the product: Workflows, documents and people
ERPHR / payrollIdentityRecords management

Concise answers

Frequently asked questions

Who is this solution for?

For employees, managers, finance and HR.

What happens when the input is incomplete or incorrect?

Changed trip or missing receipt. A variance requires a reason and returns to the relevant check; a missing receipt follows its own approval branch.

What is the outcome of the workflow?

An approved expense settlement with evidence and ERP hand-off history.

Next step

Facing a similar situation?

Tell us how the work runs today and where it gets stuck. We will reply with a concrete next step, not a generic presentation.

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