The reimbursement process is a mess because you haven't met this "artifact" yet!

Have you received a similar notice?

Then, let's talk about reimbursement. Let's look at several scenarios first:

Scenario 1: If you are an employee, after receiving the reimbursement notice, you will find the invoice, fill in the reimbursement form, paste the invoice, and then ask the relevant leaders for approval. This seemingly smooth process is often blocked in practice.

For example, if you travel frequently and do business outside, you will inevitably encounter the dilemma of being unable to issue invoices or temporarily unable to issue invoices. You have to look around for substitute tickets and tickets, and finally get them all. When you post the invoice and submit it to the Finance Department, you find that the reimbursement approval process has not been completed. The reason is that the leader just has something to do and is not in the company, so he can't approve it. Or the invoice was posted incorrectly, without detailed details, and was returned to the finance department for rework. If you happen to be on a business trip again, the reimbursement will be delayed. Such twists and turns, the reimbursement process has been extended, and the money will naturally be delayed.

Scenario 2: If you are a financial officer, at this time at the end of the year, you will be busy with accounting, preparing financial statements, cooperating with the audit and helping to prepare the budget for next year. You will also spend a lot of time and energy communicating with employees about matters needing attention in reimbursement (detailed list, ticketing rules, billing requirements, etc. ) and review documents and bills. These complicated things have seriously affected the work efficiency and reimbursement process. In addition, there are many reimbursement documents, so it is also a headache to find, archive and find and track afterwards.

Scenario 3: If you are the boss (or leader), you may often be reminded and urged by finance or employees to consult and approve the reimbursement form. At this time, if you are not in the company and don't have your computer, you can't reply in time, and you may forget it later. Or how, when and where the employee reimbursement form was generated, and which project or customer it is related to, you can't judge and approve it at the moment. This not only directly affects the employee's reimbursement, but also indirectly affects the employee's mood.

Reimbursement, a matter of paying invoices and receiving cash, seems simple, but it is not simple. It will always bring different degrees of trouble to reimbursement, finance and boss (or leader).

If your enterprise has a set of scientific management methods or tools, the above problems will be solved easily. It can not only simplify the company's reimbursement process, shorten the reimbursement cycle, but also standardize the reimbursement management.

Then, the problem is coming! Where to find a set of scientific management methods or tools?

Here is to show you the reimbursement management module carefully designed, developed and tested by the Amway calories office team. Through mobile bookkeeping, mobile reimbursement, instant reminder and mobile approval, the links of reimbursement application and approval are opened, and the background search and query of reimbursement management are provided.

Reimbursement is associated with bookkeeping.

The bookkeeping book is mainly used to record and query expenses, so as to facilitate employees to understand historical consumption records and provide detailed lists for future reimbursement.

? Reimbursement associated bookkeeping, one-click application for reimbursement. Data recorded in bookkeeping (time, amount, tax rate, items, quantity, etc. ) can be synchronized to the reimbursement form.

When employees incur expenses, they can open the bookkeeping book and keep accounts by type (accommodation, communication, catering, transportation, procurement, other). When reimbursing in the future, you can directly open the bookkeeping book and select single reimbursement or batch reimbursement. After the employee submits the reimbursement form, the leader's mobile phone will receive a push reminder.

Reimbursement is associated with the project and the customer.

When filling out the reimbursement form, employees can select relevant items or customer information. Reimbursement is associated with projects and customers, which facilitates financial collection of expenses incurred by the company, counts the costs of projects and customers, and ensures the authenticity of reimbursement.

Reimbursement is associated with backlog.

Reimbursement is associated with to-do list, and the reimbursement form to be approved can be displayed in the to-do list on the home page, which is convenient for leaders to approve. At the same time, it also plays a role in reminding leaders to approve.

User-defined configuration of reimbursement process

The reimbursement process can be customized, and the rights and responsibilities of each approval node are clear, which is convenient for future query and tracking; Support multi-level and step-by-step approval to avoid confusion in reimbursement process and leapfrog reimbursement.

After the employee submits the reimbursement form, the system automatically passes it to the preset approver. The approver can conduct approval on the computer or mobile phone, and can query the approval status of each level.

Docking EIP reimbursement form in 1997, mobile phone terminal approval.

Join-Cheer EIP integrated management platform is a complete set of consulting and information solutions for large enterprises and administrative institutions. The platform system covers ten management businesses, including administrative office, human resources, sales management, contract management, project management, budget management, reimbursement management, centralized accounting, procurement management, and asset management, which helps users achieve business collaboration and financial integration, improve management efficiency, reduce operating costs, and prevent operational risks.

? Daka Office can seamlessly connect with Jiuqi EIP, receive approval push in real time, realize mobile approval through Daka Office, and query the approval progress. In addition, you can also configure the SMS reminder approval function to effectively solve the problem of untimely approval.

Reimbursement form management background

The management background of reimbursement forms is mainly used for quick search, filtering and query of reimbursement forms, and it is the management and archiving library of reimbursement forms.

?