Expense Management Integration with Routespring

Expense Management Integration with Routespring

Overview

Routespring allows seamless integration with your expense management system, enabling users to automatically upload their travel receipts to their expense accounts. This helps in streamlining expense tracking, reducing manual work, and ensuring compliance with company policies.

Setting Up the Integration

To enable the integration:

  1. Navigate to Settings > Integrations in your Routespring account.
  2. Locate the integration of your interest.
  3. Click Configure.
  4. Toggle the switch to enable the integration.

Once enabled, you can customize how and when Routespring receipts are sent to your expense management system.

Configuring Receipt Submission Options

After enabling the integration, you can configure two main settings:

1. When to Send Routespring Receipts to Expense Account

You have two options:

  • Next day after the travel is completed – Receipts will be sent automatically after the trip concludes.
  • As soon as travel is booked – Receipts will be uploaded immediately upon booking.

This setting ensures receipts are submitted based on your company’s expense tracking requirements.

2. Where to Send Receipts for Travel Payments Billed to Company

For company-billed travel payments, you can choose where the receipts should be directed:

  • Booker’s expense account – Sends receipts to the expense account of the person who booked the trip.
  • Other expense account – Allows specifying a different expense account.
  • Don’t send receipt – No receipts will be uploaded.

Note on Canceled Travel and Refunds

Routespring ensures that receipts are generated even if a trip is canceled, provided there is a non-zero refund. In such cases, the receipt will reflect the net amount, calculated as:

  1. Net Amount=Amount Paid−Refund Amount

This helps maintain accurate financial records by ensuring that all transactions, including cancellations with partial refunds, are properly accounted for in your expense management system.

Conclusion

This integration simplifies the expense tracking process, ensuring that Routespring travel receipts are automatically recorded in your expense management tool. If you need further assistance, please reach out to Routespring support.

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