Expense Management
Expense Claims Linked To Every Visit
Travel allowance is calculated automatically from the distance travelled on each employee’s recorded route. Other expenses are submitted from mobile with receipts, tied to their tour and visit, and move through multi-level approval.
- Works with every Effezient module
- Android & iOS apps
- Pay only for active users
Trusted by growing businesses across India since 2014
Sound familiar?
The Problems Expense Management Solves
Receipts in a shoebox
Paper bills get lost, and claims are filed weeks after the trip.
Claims you can't verify
There is no way to know whether a claimed trip really happened.
Slow, manual approvals
Claims sit in inboxes, and reimbursement status is a phone call away.
Features
Everything In Expense Management
Travel allowance from distance
TA is calculated automatically from the distance travelled on the employee’s recorded route.
Route & kilometres on record
Every travel claim is backed by the day’s route and distance on the map.
Submit from mobile
Travel and visit expenses captured on the go, the same day.
Receipts attached
Photograph receipts and attach them to the claim.
Linked to the visit
Every claim is tied to the tour and geo-verified visit it belongs to.
Multi-level approval
Claims follow your approval hierarchy, level by level.
Reimbursement tracking
Employees see the status of every claim in the app.
Manager overview
Pending, approved and submitted amounts by team and period.
Dynamic forms
Add your own fields and forms to expense claims to match your policy.
Effezient Pro mobile app
Claims Submitted From The Field
Expenses are added from the app during the day, next to the plan and visits they belong to, and approvals happen on mobile too.
Automated for you
What Happens Without Anyone Lifting A Finger
- Travel allowance is calculated from the distance travelled on the recorded route
- Claims are routed to the right approvers automatically
- Each claim carries its tour and visit for verification
- Employees are notified as claims move through approval
- Reminders nudge approvers about pending claims
Where it sits in the connected flow
Works best with
Connect It To The Rest Of Your Business
FAQ
Expense Management Questions
Is travel allowance calculated automatically?
Yes. Effezient records each field employee's route from Day-In and calculates travel allowance from the distance travelled, so nobody types in kilometres by hand.
How do we know a claim is genuine?
Each claim is linked to the tour and the geo-verified visit it was made on, with the receipt attached.
Can we have more than one approval level?
Yes. The multi-level approval engine routes claims through as many levels as your policy needs.
Can employees see when they will be reimbursed?
Yes. Reimbursement status is visible to the employee in the app at every stage.