The document discusses travel and expense management for companies. It notes that as businesses and the pharmaceutical industry in India grow, employee travel will increase. It states that currently many small and mid-sized companies use manual expense reporting processes like Excel that make expense tracking and analysis difficult. It introduces PeopleWorks as a cloud-based solution for automating travel and expense management that can help streamline processes and provide insights into spending. Key features of PeopleWorks' Travel and Expense module include digitizing expense submission and approval workflows, uploading receipt documents, and real-time expense reporting and analysis.

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Always Being in the
Pink of Business Health
Growing Pains are Natural
Growth means increased cost of doing business. Currently, India is
home to 10,500 manufacturing units and over 3,000 pharma
companies. India exports all forms of pharmaceuticals from APIs to
formulations, both in modern medicine and traditional Indian
medicines. The projected human resource requirement in the
Indian Pharma sector is estimated to be about 21,50,000 by 2020.
With increased manpower and business prospects, domestic and
international travel will expectedly increase. Employee travel will
be on the rise, whether it’s to win new business, visit existing
clients, spread the word in new markets, or just to build and
maintain supplier relationships. As a larger number of employees
travel on behalf of their organization, bills will get higher and the
processing and payment of expense claims will become more
onerous. Most employees expect their reimbursements as fast as
possible once the travel is done.
The Travel Diaries Diagnostics
We may find that small to midsized companies are using excel
based travel expense reports, purchase orders, invoices,
requisitions etc. This leaves little or no opportunity for spend policy
enforcement. Long and burdensome hours and paper based
processes make expense analysis and financial reporting people
intensive. Some more outcomes of manual expense management
are over spending, long time taken for approval, and inability to
regulate out-of-policy spending. Miscellaneous and sundry
expense submission added to travel claims require too much paper
based collation and collection.
The Awareness of Holistic Measures
Expense Management practiced by mature businesses is not just
focused on process, pay, audit and employee related expenses, but
also covers policies and procedures which govern such
expenditure. Evolving enterprises are becoming aware of end to
end management of spending. There is increased awareness
regarding planning travel, requesting permission, execution of
travel, submission of bills and receipts, being time consuming and
laborious. Hence, SMBs and enterprises both are catching up to
the speed of automation which is a great overall profit calculator
for a company’s business health, not just for Travel and Expense
configuration.
A Speedy Cure for Smarter Circulation
Bringing in an end to end Travel and Expense automation is the
new shot in the arm for any management. It takes 40% less time
to produce a single Travel & Expense report and approvals are 21%
faster, with a tool that integrates all data seamlessly to generate
and maintain details and documents. PeopleWorks is committed
to providing support for speedier HR innovation. PeopleWorks is a
unique cloud based HCM solution provider which can scale up or
down according to your ERP platform. PeopleWorks’ Travel &
Expense Management solution automates and manages all
aspects of the travel and expense lifecycle of an employee, from
request and/or expense through till approval and reimbursement.
The T&E module provides claim application for Travel,
Accommodation and Sundry expense. It is configurable with your
company policies, designation, approval and audit requirements,
expense limits.
www.peopleworks.in | LinkedIn - PeopleWorks IN | Twitter - PeopleWorksBiz | Phone - 91-80-221 40 200 | Email: peopleworks@peopleworks.in

2. So when there is a seamless system which includes pre-trip approvals through to expense report reimbursement, the employees, HR and
ROs benefit appropriately. Travel, credit card and expense management programs are easily combined, thereby streamlining expense
report creation. Company spending processes are fully automated with your specific internal controls being applied across your entire
organization. Furthermore, comprehensive reports provide visibility into all spending.
PeopleWorks’ Travel & Expense feature enables enterprises to significantly improve upon their efficiency of operations related to travel
and sundry expenses, hence giving a high Return-on-Investment, and transformation in business.
With PeopleWorks “Travel and Expense” companies can manage the travel and expense of employees and track and analyze the expense report.
In Good Fit means in Top Form – The Overall Benefit of Automation
Call / email us for an insightful demo and our expert will do the rest.
Features of the T&E module
Digitizing the claims submission, approval & reimbursement workflow is the primary solution provided by the T&E module of PeopleWorks in
order to aptly address various pain-points. The key features are:
• Superior control over incurred expenses with designation & policy linked expense limit setups
• Option to upload scanned documents as proof for verification by RO, REV, CFO, Audit and Finance department, credit card documents and
cash receipts with multiple currency support
• Digital cataloguing of all approved claims in a cloud repository for future reference
• Setting up VIP Master which signifies that certain set of employees need no clearance for travel and expense
• Set up the Travel mode to dictate the transport mode for a particular travel and Accommodation type and the resultant effect on claim
• All other expense such as Meals, Client Meals, Per Diem and Monthly Allowance can be included in the master
• Tag every Travel claim with a unique Expense Code to keep a tab and track the Travel Requisition- One way, Return or Multi-City
• Real-time T&E statistics reporting with exportable data query and reports
Travel Expense Reimburse Analyze
The “Travel and Expense” (T&E) module flow can be summed in four stages
Travel: Plan travel, book
expense and even pre-approve
it before the travel
Expense: Submit expense
reports with valid and policy
compliant documents
Analyze: All digitally stored
approved claims are the basis
to analyze insights & trends in
T&E
1 2
3
4
Reimburse: Built-in workflow,
audit rules enable quick & easy
expense approval by the
concerned people. Approved
expenses are added to
payroll or deposited in
claimant’s bank account.
www.peopleworks.in | LinkedIn - PeopleWorks IN | Twitter - PeopleWorksBiz | Phone - 91-80-221 40 200 | Email: peopleworks@peopleworks.in