Travels & Expenses Managament Software Feature Approval Workflows

Simplify expense management with Automated Approval Workflows. Our software streamlines recording, categorizing, and reporting expenses, ensuring accuracy, efficiency, and real-time visibility for smarter financial decisions.

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    Travel & Expenses Benefit

    Approval Process
    Requests go through a multi-level approval, allowing managers and heads to approve, reject, or request more info before proceeding.
    Vendor Quotation
    Admins select travel mode and vendors, request quotes, and choose the best option based on vendor submissions.
    Advance Request
    Employees can submit advance requests for travel expenses, which are verified and processed by the finance team as required.
    Booking Confirmation
    Upon quotation approval, admins confirm bookings, ensuring travel arrangements are finalized and documented in the system.
    Expense Settlement
    Finance cross-checks expenses with advances issued, ensuring balance or settlement and releasing funds for approved expenses.
    Policy Compliance
    Ensures all travel and expense claims comply with company policies through automated checks and alerts, minimizing non-compliant spending.

    Top Travels & Expenses Software Feature Approval Workflows

    Plan Travel
    WiZRR’s travel and expense management software streamlines the travel planning process. Users can create detailed travel itineraries, including destinations, dates, and accommodations, ensuring comprehensive trip organization. This feature supports the submission of travel plans for approval, integrating all necessary travel details in a single platform.
    Travel Approval
    WiZRR’s travel and expense management software features a robust travel approval system, allowing managers to review, approve, or reject travel requests. This ensures compliance with company policies and budget constraints. Automated workflows streamline the approval process, reducing delays and enhancing accountability.
    Travel Policy Management
    WiZRR’s travel and expense management software includes comprehensive travel policy management. Administrators can define and enforce travel policies, ensuring compliance with company standards. This feature supports the creation of customized travel policies tailored to organizational needs.
    Vendor Access for Ticket Booking
    WiZRR’s travel and expense management software integrates with vendors for seamless ticket booking. This feature allows users to book flights, hotels, and other travel services directly through the platform. By automating the booking process, WiZRR reduces manual effort and ensures the best rates.
    Admin Approval for Ticket Booking
    WiZRR’s travel and expense management software requires admin approval for ticket bookings, ensuring compliance with company policies and budget constraints. This feature allows admins to review and approve bookings before finalizing them, reducing the risk of unauthorized expenses.
    Expense Request
    WiZRR’s travel and expense management software links travel requests with expense management, providing a comprehensive solution for managing business travel and expenses. This feature ensures that all travel-related expenses are captured and reconciled accurately.

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    Have a question? check these answers.

    It’s the process of tracking, approving , and reimbursing costs related to business travel.

    Use the “Add New Request” button and provide details for raising new Travel request.

    Yes, managers can review and approve or reject expenses through the approval workflow.

    Check the status of your report through the expense management dashboard.

    Yes, configure automated rules for common expense approvals or thresholds.

    Submit out-of-pocket expenses with receipts for reimbursement through the expense report system.

    Yes, integrate with accounting systems to synchronize and reconcile expenses.

    Use the “Report Missing Receipt” option and provide a detailed explanation for the missing documentation.

    Yes, set per diem rates in the expense policy for standardized daily allowances.

    Review discrepancies and request additional information or corrections from the submitter.

    Yes, enter mileage or vehicle-related expenses and calculate reimbursements based on rates.

    Regularly review and update expense policies and use compliance checks within the system.

    Yes, access historical data and generate reports for analysis and budgeting.

    Use centralized expense management tools to track and process expenses for all employees efficiently.

    You can login through your M365 login id.

    WiZRR products are built on SharePoint Online. Thus you will need active SharePoint Online License.

    Yes, we do provide proper training and documentation on the WiZRR products deployed

    All WiZRR application data resides on your M365 SharePoint tenant. Our team does not have any access to your data.

    WiZRR applications are deployed on your tenant. .We will charge you a perpetual user license fee and implementation fee. Our pricing is based on the product you sign up for.

    We charge you on one time deployment of our as-is product on your tenant. We charge you our fixed license and implementation fees.

    You can get into an Annual Maintenance Contract with us. In the AMC model ,we support you with any bugs, issues and ongoing support and maintenance.

    Yes, we can customize the application according to your requirements. Our technical team will assess the scope of work, and based on technical feasibility, we will implement the necessary changes.

    WiZRR Applications are built on top of Microsoft 365 (M365) which offers robust document and content security through features like encryption, Data Loss Prevention (DLP). Multi-Factor Authentication (MFA) and conditional access enhance identity protection, role-based content access. Advanced Threat Protection (ATP) guards against malware and phishing. M365 also supports compliance with audit logs, and eDiscovery. Secure collaboration is enabled via external sharing controls and guest access, and endpoint protection is ensured through Microsoft Defender and Intune. The platform’s Zero Trust model ensures comprehensive protection for documents across various access points. This is entirely governed by Microsoft based on your license type

    WiZRR offers a wide range of modules, covering major processes of any organisation like Intranet Portal, DMS, Travel and Expense, Claims, Approval Workflow, Procurement Management, Contact Management, Audit Management, Task Management, Performance Management, Project and Timesheet, Recruitment, Incident Management, Conference Room Booking, Helpdesk and Report Builder.

    Yes, WiZRR assist their client by providing training through train the trainer program.

    We charge one time deployment and implementation fees for our product. However, to tackle any bugs and issues client is requested to have AMC contract.

    Client can report issues on [email protected] for any bugs or issues. A support executive will take the action further.

    Yes, all WiZRR’s modules are SharePoint based applications and requires Microsoft 365 licenses to access them.

    Implementation includes setting up the environment, setting up master data, setting up user permission, and setting menu permission all as per the company policy.

    Raise an inquiry through website contact us form or can get in touch with our sales executive through the number shared on the contact us page and our sales executive will take it further from there.

    Yes, we can try for SharePoint On Premise on SharePoint 2016 or 2019, there may be few changes though.