Travel & Expense

✈️ Travel & Expense Management – Simplify Business Travel, Digitally

Managing business trips shouldn’t mean chasing receipts, spreadsheets, and long approval cycles. With 3rdPillar’s Travel & Expense Management module, your employees can plan trips, apply for approvals, request advances, and submit expenses — all from a single, centralized platform.

It’s fast, policy-compliant, mobile-friendly, and integrated directly with payroll, finance, and attendance.

🚀 Key Highlights

🧾 Digital Travel Requests & Approvals

• • Employees submit travel requests with itinerary, purpose, and cost estimates

  • Multi-level configurable approval workflows

  • Auto-notifications to reporting managers, HR, and finance

  • View travel history and approval status in one place

💵 Advance Requests & Disbursement

• • Request travel advance for hotel, flight, food, fuel, etc.

  • Set advance limits by grade, purpose, or destination

  • Approve and release advances with direct payroll sync

  • Auto-adjust advances during reimbursement stage

📋 Policy-Based Reimbursement Control

• • Define expense heads: accommodation, meals, taxi, airfare, fuel, etc.

  • Configure limits based on employee level, destination, or trip type

  • Auto-flag or reject claims that exceed allowed limits

  • Mandatory attachment upload for scanned bills or invoices

📱 Mobile-First Travel Experience

Using the 3rdPillar App, employees can:
✅ Submit travel plans & expense claims on the go
✅ Upload receipts using mobile camera
✅ View claim status, advance balances, and trip approvals
✅ Get real-time alerts for missing bills or rejected claims

📊 Expense Analytics & Insights

• • Track trip-wise, employee-wise, or department-wise spend

  • Compare estimated vs. actual travel expenses

  • Monitor frequent routes, vendors, or expense outliers

  • Auto-generated reports for finance team reconciliation

🔐 Compliance & Control

• • GST-compliant invoice capture

  • Travel audits with approval logs and digital receipts

  • Role-based access to trip types and expense heads

  • Fully integrated with payroll for tax treatment of reimbursements

🔄 Integration with Core HR & Payroll

• • Approved travel leaves are auto-reflected in attendance

  • Travel advances and reimbursements flow into payslips

  • Auto-link trip days with WFH, weekends, or public holidays

  • Syncs with geotagged attendance for business trip validation

🎯 Why Use 3rdPillar Travel Module?

✅ No paper forms or manual approvals
✅ Speeds up claim processing & employee satisfaction
✅ Prevents fraud and overspending
✅ Saves finance team hours in reporting
✅ Works for all industries: IT, healthcare, education, manufacturing, and sales teams

👥 Built For:

• • Field sales & service teams

  • Project & client-site employees

  • Remote and multi-city staff

  • Admin, HR, and finance managers