A Sequential Process Ensures Efficiency and Timeliness
LiquidTrex provides business travelers with a simple tool to support their travel expense recording and reporting activities. In the baseline process a report will
follow the following steps:
- STEP 1 – Traveler or Travel Assistant initiates a report by entering itinerary. This can be used to check schedule conflicts and books tickets, hotels, etc. Travel details such as E-Ticket # etc. can be entered and viewed by Traveler at any time.
- STEP 2 – On completing the trip Traveler or Travel Assistant enters expenses in categorized spreadsheet. Mileage sheets and travel report notes can also be entered.
- STEP 3 - Traveler or Travel Assistant submits report for reimbursement. System does a preliminary check for any exceptions. Such as excess daily hotels costs or per diem charges. Traveler is alerted and may make changes or submit anyway.
- STEP 4 – Report is automatically forwarded to Department Manager for review and approval. Exceptions are visible to Manager. Report may be disapproved and returned to Traveler with questions or notes.
- STEP 5 – Approved Report is automatically forwarded to Accountant for review and approval. Exceptions are visible to Accountant. Report may be disapproved and returned to Traveler with questions or notes.
- STEP 6 – List of approved records are periodically exported in an MS.Excel file for integration into ERP/Accounts Payable system.
- STEP 7 – Traveler is reimbursed.
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