How it is organised
- My Travel Desk: your own My Trip Records, My Expenses, My Reimbursements and Receipt Inbox
- Organization Hub for administrators, or Approvals for approvers: everything waiting for a decision, with bulk approval
- Travel Intelligence: spending and trip analytics
- Bookings: flights, stays, cars and eSIMs, for people allowed to book travel
Common tasks
Ask to travel
New Record → Trip Request. Choose the kind of trip (business, conference, training, client visit, other), where and when. It goes to whoever approves it, as your approval policies say.Claim expenses
New Record → Expense Report opens a wizard: Details, Mileage, Per Diem, Allowances, Receipts, Review, then Submit Report. You can link it to an approved trip. On Receipts, add each receipt; Softbooq reads it and fills in the amount, marked Filled in by Softbooq AI from the receipt for you to check. If a receipt is in another currency you can enter the rate you actually got. Receipts can also arrive in your Receipt Inbox: forward them by email or upload them.Approve
Approvers see what is waiting in Organization Hub or Approvals, with how well each claim follows your policy, and can approve several at once. Approved reimbursements are paid from Finance (Purchases → Reimbursements), and staff follow theirs in My Reimbursements.Book travel and buy an eSIM
On Bookings, search flights, stays and cars, or choose the eSIM pill to buy a travel data plan for yourself or an employee. See eSIMs.See also
Finance
Where reimbursements are paid.
eSIMs
Travel data plans.
Human Resources
Approval policies.