Owning a business with travelling employees can be difficult at times. Keeping track of their expenses when they’re on the go is one more processes added to many others, and it’s easy to become overwhelmed. Luckily, there are numerous tools out there that can help and adding an expense management system to your office is one of the best moves you can make. The right software solution will help tremendously, and finding it is important. But so is implementing it properly.
Making sure that your implementation goes smoothly is important, and will ensure that there are no mistakes that can cost you big. Here are a few tips that can help with the implementation process.
- Choose Wisely – The right expense management system should be easy to understand, easy to use, filled with features, and affordable. Take your time and look for a program that meshes well with what your overall needs and goals are and then check to ensure that it’s easy to add to your existing system. Choosing the right program is a key part of making sure your implementation process goes smoothly.
- Master The Product – Too many business owners implement a new expense management system before they fully understand how to use it. Instead, you should stick with the old system for a few days or weeks until you have a mastery of the system you’ve just adopted. Then, when you understand all of its ins and outs, you’ll be ready for the next step.
- Teach Your Team – If your team doesn’t understand how to use the software, you won’t get great results. Not only should they know how to handle basic processes like entering their expense, but you should also be sure they understand how to use all of the features included in the software. This way, they can use it to its fullest.
- Monitor For Issues – Keep an eye on how your team is using the software for the first few months. If it seems like a particular feature is being ignored or like some people are still confused about a certain aspect of the process, it may be time to help remind them.
If you’re looking for the right kind of software solution for your company’s travel expenses, you also need to be sure that you introduce it properly. Keeping the points above in mind should make it easier to implement your new expense management system and start taking advantage of all the benefits it offers.