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- Travel & Expense Management
- Who it's for
- Multi-entity finance teams
Multi-entity finance teams
A finance team responsible for several legal entities needs the organization on every expense report, accounting document and journal entry. The same reviewer may work across entities, while each record retains its own accounting period and payee identity.
How Travel & Expense Management is set up for you
Start with the source
Use the supplier or business partner already responsible for the charge. Keep the organization, date and reference with the transaction.
Separate review and payment
A report reaching Submitted waits for an Expense Reviewer. An approved cost still needs a scheduled reimbursement and its own release outcome.
Keep the accounting line
Expense lines and journal lines use ledger accounts. Staff Accountant checks account coding and the accounting period before interpreting totals.
Follow exceptions
Controller can use Operations Overview to inspect failed actions and open the underlying record for a correction.
A finance team responsible for several legal entities needs the organization on every expense report, accounting document and journal entry. The same reviewer may work across entities, while each record retains its own accounting period and payee identity.
Begin with a single organization and one period, then rehearse the same supplier cost in another entity. Check the report organization, the reimbursement link and the journal context. Controller reviews whether a user should have access to both entities before widening the scope.
During setup, agree which people may prepare, approve and release. Decide how the bank result arrives and who records the reference on a reimbursement. Use [implementation](/travel-expense-management/implementation) to plan the first cycle and [data model](/travel-expense-management/data-model) to check the source records. A real pilot should include a returned report or a failed operation so the team sees how correction works.
Features to start with
Roles on the team
- Treasury Analyst
- Schedules reimbursements, releases authorized payments and checks bank references.
- Staff Accountant
- Maintains journals and period coding and reviews balances across expense and document records.
- Controller
- Owns approval limits, document oversight and period review.
- Admin
- Configures access and master records for the finance workspace.
Set up Travel & Expense Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.