January 29, 2025

Travel Log Update

We have prepared a new version of our Travel Log app. The focus is on usability and approval process.

Traveler

First of all the purpose of each travel must be now entered and the field is right at the top of the page.
The travel log cannot be accidentally saved to an already closed and submitted month. The user is alerted to change the date. Entering the logs of multiple travels, is now simpler with the add new button right on the travel log.

Cestak

Documents & Signatures

The report now requires the user to add documents. These might be travel documents for bus, train, etc or gas station receipts. All pictures are scaled for efficiency. And most importantly they are added to the travel report pdf.

Users can also create a signature in the app and it will automatically added to the final document. Signature

Approvals

We have also added a flexible multilevel approval process. In the example below we have a two levels of controllers, executive and accountant. Multiple users can be assigned to each of these roles, ensuring an executive does not approve her reports:) The actual approval is either a button on the report form or in the report list (for mass approval). The approvals follow a simple path. Once the user submits a report, the controller has to check and approve. After that the executive and finally the accountant will formally approve and release the funds. The state of the process is tracked on the report status. This allows the app the show only the reports in the relevant status for each approver.

Approval

Notifications

Approvers can either get an individual or daily/weekly aggregated email, when reports are waiting for their approval.

Pdf generations

The initial user submit and each approval creates an audit record. The date, place and other info is then combined with the user’s signature to generate the final report pdf. The file is saved in the app and sent to configured email addresses automatically. Cestovny prikaz Pdf

Wrap

Let us know what if there are any features you are missing.

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