Capture, approve, done – digital and simple with our
Travel Expense Recording |

Import appointments directly from your Outlook calendar, conveniently enter travel costs, receipts, and meal allowances – and forward them for approval.

Schedule a free initial consultation now

How Travel Expense Recording complements your piaX CRM

Plan

Plan trips & import appointments

The foundation is set: import your appointments directly from the Outlook calendar. Arrival and departure times, meeting dates, or customer visits? Already there – saving duplicate entries and valuable time.

Travel

Record trips, meals & more

Enter all relevant data during or after your trip – whether mileage, passengers, or meal allowances. Everything goes into standardized, predefined fields. Paperwork? Not anymore.

Costs

Bundle receipts & expenses digitally

Respond to price or availability requests without detours. Thanks to seamless Outlook integration, your customer communication always stays on track – appointments, tasks, emails, everything at a glance.

Approve

Review, approve, done

Your travel expense report is forwarded digitally to the responsible person. They check, approve, or request clarification if needed – completely without email clutter. The result: a transparent, fast process.

Your advantage: no more Excel spreadsheets, no more paper chaos. Instead: less effort, more clarity, and faster reimbursement.

All features at a glance – for efficient Travel Expense Recording

Direct import of Outlook appointments

Avoid duplicate entries: appointments from your Outlook calendar are automatically imported into Travel Expense Recording – including all relevant data.

Record travel data including arrival and departure times

Precisely track the start and end times of your trips. This creates the basis for a complete and traceable expense report.

Easily add meal allowances

Include additional meal expenses directly during entry. The applicable allowances are automatically taken into account.

Vehicle details (type, mileage, passengers)

Document vehicles used, kilometers driven, and accompanying colleagues transparently and seamlessly – whether with a personal car or a company vehicle.

Receipt capture with numbering

Collect all receipts digitally. Upload them directly, record the corresponding amounts, and assign everything to a traceable receipt number.

Document visits and activities

Log customer visits, meetings held, or other activities directly in the travel expense overview. This keeps your travel documentation complete and well-structured.

Capture, approve, done – digital and simple with our Travel Expense Recording |

Travel Expense Recording

Digital approval instead of paper chaos

Features