Travel Pre-Approval Request

Challenges

• Large expense claims were made for travel with only verbal approval from management
• No audit trail for approval of expensive travel
• Existing expense approval system was complex to extend to include pre-approval
• A link between the pre-approval system and the expense claims system was required

Benefits

• Users can now request approval for travel plans quickly and easily
• All travel plans must be approved through all members of management above the requester, up to the director
• Only a director may finally agree any travel request
• The pre-approval number is entered into the expense claim to preserve the audit trail
• All travel expense claims are known and approved in advance