Travel & Expense (T&E) is a solution that automates the process of travel request and approval, plus reimbursement for expenses already incurred. T&E simplifies and streamlines the travel request process while accelerating the approval process. Controlled data entry drastically reduces coding errors, while CORE integration virtually eliminates double entry. Approvers can leverage mobile devices to review and approve requests from anywhere. Email notifications keep everyone involved in the process, from the requester to the supervisor, to finance, accounting, procurement, and contracts, as requests move through the process. The Travel & Expense solution adds control and visibility to your process.
This solution includes:
A Travel Request eForm that you can publish to your intranet
An Expense Reimbursement eForm that you can publish to your intranet
Dynamic form fields that update depending on previous selections
The ability to add attachments to your request
Automatic notification to the requester after submission and at every step of the way
Approval hierarchy through multiple levels of review
Option to approve or reject and send back to the requester for more information
Review and approve from your mobile device
Reporting and auditing capabilities
Google integration - administer your form lookup values using Google Sheets
CORE integration
A Point Solution is available for this solution. Download the Solution Sheet below.
2019_StateofCO_Content_Point_SS_T&E.pdfThis solution is deployed at the following agencies. See the Solution@SOC page for more details.