Case study > Mobile > Edge One Solutions for Business Trip Manager
About the client
Business Trip Manager is a modern mobile solution designed for companies looking to simplify and automate the process of settling employee travel expenses. The app allows employees to record expenses on an ongoing basis, attach photos of receipts and invoices, categorize costs, and then transfer the data to the company's accounting or CRM systems.
The client needed an app that would enable:
- mobile collection of expense data by employees on business trips, without the need to later transfer it to office systems,
- a simple, intuitive interface for adding new documents from a phone,
- the ability to categorize and assign statuses to documents (e.g., "To be settled," "Approved," "Draft"),
- and full integration with the company's CRM or financial and accounting system.
Additionally, the app would utilize photos and document scans taken directly from the smartphone, which required optimization of image quality and size.
The project team implemented the application with the following set of features:
- User panel divided into settlement stages (Draft, To Do, Done), visible as a dashboard
- A form for adding a new document, where the user enters the expense title, amount, category, and takes a photo/scan of the receipt
- Advanced filtering and sorting of expenses by date, document type (bill, invoice), payment method (cash, card), and currency (PLN, EUR, USD, etc.)
- Synchronization with the client's CRM, allowing data to be transferred directly to backoffice systems
- Secure data transfer and archiving in compliance with financial data protection requirements
