Top Tips To Help Your Team Master Online Expense Report Software

Top Tips To Help Your Team Master Online Expense Report Software

Top Tips To Help Your Team Master Online Expense Report SoftwareThere is no question that software solutions have changed the nature of the business world, and they’ve done so for the better. That applies to nearly any type of business activity, but when it comes to the way your team manages travel expenses it’s even clearer that good software makes a difference. Online expense report software, for instance, is something that you can’t afford to ignore. It offers too many benefits to your company to be overlooked – from better accuracy to improved productivity and more. 

But to get the most from online expense report software, you need to be certain that your team is able to master its use and get everything they should from it. This isn’t always as easy as you would expect, but taking a few basic steps could help you make certain that your team becomes masters of your program. Here’s what to keep in mind.

  • Start not by focusing on the online expense report software, but on your overall expense policies. While the software will filter out most invalid claims, it’s better to just avoid invalid claims altogether. To do so, be certain that your team understands what kind of rules, restrictions, and policies you have in place for expenses. This way they know what they can and can’t claim.
  • Learn the system yourself as deeply as you can, then be sure your entire team is trained on it. Your travelling employees need to know how to use all of the features for tracking and uploading expenses, and your at-home team needs to be able to instantly review, approve, and manage those claims. Education is the foundation for success here, so be sure that you give them the time needed to really grasp what they’re doing. 
  • Be certain they have the tools needed to use the software. Laptops are great, but modern online options actually allow for mobile access to take place. Be sure your team is equipped with a smart phone or tablet so they can get even more convenience from the system.
  • Monitor their usage of the online expense report software. You want to make sure that everyone is using the online expense report software properly, making use of all the features, and not making mistakes regularly. This lets you identify who needs more training and who understands the system, and can have a direct impact on their success at using it.

If you’ll spend just a small bit of time working with your team, you can make them understand a tremendous amount about how to get even more from your online expense report software and how to help your company grow. The tips above should help make it easier to do just that.