Show me someone who enjoys the administrative side of business travel and I'll show you a pink elephant! We show you how with just a smartphone, email and OrganisedMinds, you can look forward to your next business outing without dreading the paperwork afterwards.
In this example, we describe how you or your colleagues can organise all facets of your business travel, gather and forward all receipts to accounting or department secretary, who can then easily reimburse you. The receipts are collected in the context of an activity, which represents the current business trip.
Create a new Workspace in OrganisedMinds and invite colleagues who frequently travel for business purposes. Create an activity for each business trip. Use the email address of a particular trip to forward receipts during the course of your trip
Emails are automatically converted to comments and any attachments saved as activity attachments. At the end of your trip, you have everything you need to produce an expense-report in one place.
Setup in Detail
Our Tip: Agree with your colleagues how to deal with travel expenses. Once you have agreed on your preferred process, create an activity in the Business Trips workspace with an appropriate name (e.g. as "Travel-Rules") in which you document that which you have agreed upon. Everyone can then remind themselves of the rules before embarking on their next trip. You may want to nominate a particular person to ensure people stick to your rules.
Once you are ready, you can proceed as follows:
With OrganisedMinds and a simple process, you can better organise your business trips and travel-expenses. Those who travel will no longer fear the post-travel blues and must only ensure that they photograph and forward their receipts. In addition, the administrative staff will be delighted as all necessary documents are bundled into one operation. One last tip on the subject:
Third parties If questions arise to a journey that can only be answered by a person who does not have access to the workspace, you can activate the "Enable Public Link" function to allow access from outside. Turn off the public access when it is no longer needed.