How to reimburse travel expenses

In the traditional travel management mode, the expenses exceeding the standard are paid in advance by employees, and then the reimbursement process is followed after consumption. According to the financial system, the expenses within the standard range are reimbursed to employees, and the excess part is borne by employees. However, when making financial bookkeeping, the invoice amount will be greater than the reimbursement amount. If this business appears frequently, it will bring compliance risks to enterprises. Moreover, as employees pay more and more attention to the quality of life, many employees are willing to bear the excess to get a better travel experience, but they are faced with the embarrassment that online processes are not supported and travel standards are uniform. How to solve this problem and realize the balanced development between enterprise cost saving and employee consumption experience?

The expense control cloud reimbursement platform innovates the mixed payment function, which can define whether the mixed payment scenario can be used according to the dimensions of personnel, position, rank, project, cost center, business type, etc., and can also configure the rules after the related products exceed the standard according to different scenario requirements, such as the second approval for ticket opening; The hotel exceeds the standard and takes mixed payment; Booking is not allowed when the train ticket exceeds the standard, and the rules are very flexible. Even after exceeding the standard, employees can choose between mixed payment and secondary approval, and the decision-making power is given to employees. After the employees choose mixed payment, the monthly payment part will enter the monthly statement and the personal payment part will enter the personal payment flow, which simplifies the financial settlement and entry processing and reduces the troubles and risks of financial bookkeeping. It can also be connected with welfare points. The part that exceeds the standard can be paid with welfare points, and the part with insufficient points can be paid with third-party platforms such as WeChat and Alipay. In this way, under the framework of the company's expense standard, it not only satisfies the travel experience of employees, but also allows employees to spend sunshine on the premise of compliance.

Travel expense reimbursement process

1. Travel personnel fill in the travel expense reimbursement form-directly under the superior review, approved by the vice president in charge, and approved by the financial personnel-cashier settles the payment. The leaders in charge shall take full responsibility for the authenticity and rationality of travel expense reimbursement.

2. Financial personnel, auditors and fund management personnel shall review the reimbursement procedures, budget quota, legality, authenticity and business trip standards according to regulations and be responsible for them.

Expansion:

The whole process from application to reconciliation runs through. How can travel expenses reimbursement be so smooth?

easy business trip, happy reimbursement

NO.1 one-click application, one-stop booking, business trip experience up! up!

The budget is automatically associated. The employee submits a travel application form and fills in the itinerary details. The platform directly judges whether this consumption is in compliance with the preset expense standard. After approval, the employee can directly order air tickets and hotels.

shengyi charge cloud control system automatically aggregates information on flights, hotels, cars and other platforms, and compares prices on the same screen, so that employees can choose the products with the highest cost performance. When ordering, the system automatically matches and verifies the employee's travel standards, and supports bid difference control according to multiple dimensions such as department, project and personnel. If the standard exceeds the standard, you can make a reservation through the emergency reservation function and ask the leader for instructions.

When ordering, there are many surprise scenes that can be unlocked. For example, when many people are on a business trip, the orders of peers are displayed intelligently, which directly saves the time of inquiry and comparison, making the reservation faster; Automatic calibration of difference standard, which can screen the goods that meet the difference standard with one click; Individuals who exceed the standard pay, and the savings can be kept by themselves. At this point, in the process of employee application+reservation+consumption, cost control runs through, and consumption compliance is automatically checked, realizing "consumption is compliance".

NO.2 is convenient for reimbursement, and there is no need to advance funds for business consumption.

When reimbursing, too many invoices are easy to drop, and the procedures for filling in and posting tickets are complicated. Now online consumption is free of posting tickets, and the order automatically brings out relevant expenses and can be modified, which saves the link for employees to fill in again.

If offline consumption expenses need to be reimbursed together, expenses can be entered by manual import or invoice import. The platform supports various import methods, such as photo identification, photo album import, link import, code scanning and ticket receipt, etc. Employees do not need to manually fill in and post tickets, and the subsidy is automatically calculated, which makes reimbursement more convenient and efficient.

Shengyi Fee Control Cloud Platform also introduces a mobile approval process. Employees can initiate approval anytime and anywhere through mobile phones or computers, so that they can check the approval progress in real time and urge the corresponding approvers to avoid anxiety in reimbursement. Through the platform, it is possible to combine pre-application, expense approval, process management and post-reimbursement, which greatly shortens the time for employee reimbursement.

NO.3 Automatic billing reconciliation takes only one step from reimbursement to bookkeeping

When employees travel on business, the company can be used for unified settlement within the standard, and one invoice can complete all the settlement, reducing manual intervention. At this time, the service provider can make immediate fund payment for the enterprise, and then make unified reconciliation and settlement with the enterprise when the account is due.

the settlement mode is flexible, which supports defining accounting periods according to multiple dimensions, unified settlement by groups, and separate settlement by legal person companies and accounting entities.

Shengyi Fee Control Cloud Platform supports automatic daily reconciliation and billing. The platform obtains the billing data through the interface, automatically generates the daily bill, intelligently compares it with the bill of the service provider, and reminds you immediately if any abnormality is found, which is convenient for settlement accounting to handle in time. Automatic reconciliation processing greatly improves the efficiency of reconciliation and settlement.

after the reconciliation is completed, the voucher will be automatically generated, and then the mailed invoice will be & The vouchers are filed in a unified way, and then bid farewell to the lengthy reimbursement process.