The Business Trip Management System is a comprehensive, no-code SharePoint solution built with Infowise Ultimate Forms, designed to automate and simplify every stage of corporate travel management — from trip requests and approvals to expense tracking and document control.
It provides a centralized platform where employees can request trips, managers can approve them, and finance teams can monitor budgets and actual spending in real time.
With , Ultimate Forms: Associated Items, Actions, and Alerts, every trip remains transparent, properly documented, and under control.
Key features include:
- Automated Approval Workflow: Create and track multiple approval stages using Ultimate Forms: Actions and Ultimate Forms: Associated Items.
- Expense Tracking & Budget Control: Automatically calculate total actual costs through Associated Items Summaries, compare against estimated budgets, and trigger alerts when limits are exceeded.
- Document & Compliance Management: Store all travel documents in one place, track expiry dates, and receive automatic reminders for upcoming expirations.
- Calendar Integration: Display all approved trips on a Calendar Web Part for easy scheduling and visibility across teams.
- Automated Notifications: Send real-time alerts for new tasks, budget overruns, approvals, and document expirations — ensuring no deadlines or approvals are missed.
How It Works:
- Submit a Trip Request: Employees fill out trip details, estimated costs, and purpose.
- Automatic Approvals: Ultimate Forms: Actions trigger creation of approval tasks and send notifications to approvers.
- Expense Logging: Finance or travelers add expenses inline; the system calculates totals automatically.
- Smart Alerts: When total expenses exceed the estimated budget or documents near expiry, notifications are sent automatically.
Why Choose This Template?
The Business Trip Management System replaces manual tracking spreadsheets with an automated, transparent process for travel planning and expense control.
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