Products
M-Files business trip management solution
The M-Files document system allows you to manage the entire process of sending employees domestically or abroad, starting from registering a travel request, through its approval and issuing a travel order, and ending with creating a travel report and attaching expense documents.
Short Overview
M-Files supports all the necessary data nomenclatures used in the formation of business trips (companies, departments, cost centers, employees, company cars, etc.), and they can be automatically synchronized with your accounting or ERP system (e.g. SAP, Microsoft Dynamics, Maconomy, etc.).
Business trip requests are registered electronically in M-Files, specifying the details of the business trip (traveler, dates, country and city, purpose and tasks, vehicle, etc.) and documents related to the business trip can be attached (e.g. invitation, program, etc.).
The system defines workflows for reviewing, approving and signing the created business trip requests, orders and reports. Employees participating in the processes automatically receive tasks in M-Files and reminders by email.
M-Files maintains a single electronic archive of all company business trips and related documents, with the ability to quickly search full-text documents by both metadata (details) and content.
Better control over business travel expenses
Reducing paper work
Reducing the risk of data entry errors
Faster approval and documentation of business trips
Convenient access to documents anytime, anywhere
Quickly find the necessary documents
High data security – everyone sees only those documents they are allowed to see
Features
Nomenclatures of data for the formation of business trips (companies, departments, cost centers, employees, company cars, etc.)
List of countries with statutory daily and accommodation allowances for business trips
Automatic calculation of costs according to the duration and country of the business trip
Electronic travel requests
Quickly create orders and trip reports from templates automatically populated with data from the system
Workflows for electronic review, approval and signing of requests, orders and reports for business trips
Ability to attach scanned paper and emailed electronic documents (e.g. invitations, tickets, receipts, etc.) to travel requests and reports
Automatic text recognition in scanned documents
A single electronic archive of all company business trips and related documents
Access for departments and employees according to their rights and roles
Fast full-text search of documents and data
Integration with accounting/ERP systems, email and file servers
