7 Tips for Travel, Time and Expense Reporting

Client billing for time and expense reporting can be cumbersome – it’s time to make it simpler. Here are seven tips to help you do just that.


1. Put your employees first


The processes and tools you put in place, such as an online time tracker, for individuals to log their hours and submit expenses (as well as for supervisors to approve said hours and expenses) should aim to reduce the administrative burden on project teams and therefore more likely to get these tasks done on time.


2. Go mobile


Everything from booking travel to snapping photos of receipts to project management tracking is available now on mobile devices. Using a time tracker app immediately after time is used or snapping your expense receipt image while you’re at lunch means it all gets into the system faster and with greater accuracy so you can keep tabs on your project in real-time.


3. Keep it simple


Create only the projects you need to track with a manageable task structure. Use standard limits with all clients for things like hotel rates or daily travel allowances if you can. That way, you can set your expense policies once and your employees will be less likely to make mistakes when the rules are always the same.


4. Streamline billing with integration


Even if you’re already using time tracker software to track your billable hours and expenses incurred, your business process is not optimized if your time and expense reporting systems are not tightly integrated. Same goes for your ERP solution.


5. Let your tools enforce your agreements


Keep costs in control by not expensing anything your client isn’t going to be willing to pay for. Your travel booking tool should only give users the green light to book travel options that fit rates agreed with the client. Your expense solution should also enable the setting of per diems or travel allowance rules and give the option to either cover overages or take a more stringent approach and only reimburse expenses that match the agreed limits.


6. Approvals should work like dominos


Getting time and expenses tracked is only half the battle. Be very clear for new managers so they know what to look for when approving, ideally providing a short training session. From there – your system should move from one approver to the next automatically based on who is leading that project.


7. Look at your internal processes holistically


For example, rather than having a separate expense cycle to reimburse your consultants, align reimbursement payments with your payroll cycle, and eliminate extra checks and processing.


Download the full whitepaper to get great tips on streamlining your travel, time tracking and expense reporting.



About the Author: Replicon is a Concur App Center Partner and has integrated their project-based time tracking solutions with Concur’s Expense solutions creating the first integrated Travel, Time and Expense solution for Professional Services companies. Find out how their app in the Concur App Center can help your project-based business.



Photo credit: Copyright All rights reserved by Concur Images


ABOUT Concur Team

Concur is a leading cloud-based provider of integrated travel and expense management solutions. Our easy-to-use, Web-based and mobile solutions adapt to each employee’s preferences and scale to meet the needs of companies large and small. No matter what size the organization, we help control costs and save time. The Concur Connect platform allows an entire ecosystem of end users, customers, suppliers, and solution partners to access and extend the Concur T&E cloud, which delivers travel and expense solutions and services otherwise unavailable to them.

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Concur is a leading provider of integrated travel and expense management solutions. Founded in 1993 on the premise of helping drive costs out of businesses through innovation, Concur’s services are trusted by over 20,000 clients around the globe with around 30 million users. Learn more at www.concur.com.

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