The expense report capability in Bitrix has some limitation for most organization to use. We have developed a new claim module that will work for most organization:
- Allow staff to input their claims and then perform monthly submission of claims
- Allow supervisor to view the claim details and then perform approval or rejection based on budgeted expenses and project policies
- Allow finance to perform second level approval based on corporate policies
- Allow management to view claims across organization. Use analytics to monitor trend, perform forecasting and identify fraud.
- Support claims by project code and multi-level approval
- All claims data and receipt submission are stored in Bitrix
Claim Policy & Process
The above functionality shall be supported by the following policies:
- Claim submission by 15th of the month
- Claim approval (by supervisor and finance) to be completed by 20th of the month
- Payment of approved claim by 30th of the month
- Digital submission of claim receipt via upload to system
Approval Process for claim submission. Support multi-level approval.