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Submitting an expense claim shouldn’t be a hassle but for most, it is. According to a Walkme survey, 79% of workers experience difficulty when filling out an expense claim form.
Expense claim difficulties often lead to unreimbursed expenses and unsatisfied employees, which can lower the overall productivity of the organization.
Fortunately, modern solutions such as iSmartWorks, a no-code form builder with a mobile-friendly app, might be the key in overcoming such difficulties.
In this blog, we’ll discuss the impact mobile-first approaches are having on businesses, challenges of traditional expense claims, why iSmartWorks manages expense claims more efficiently, and tips to create mobile-friendly forms.
How Mobile-First Strategies Transform Businesses and Expense Claims
Mobile-first approaches are transforming businesses from improving user experience to providing a competitive advantage against competitors. It is important to acknowledge the benefits of mobile-first approaches and how it can be incorporated into your business to make operations more efficient. Although there are many ways that mobile-first approaches can be incorporated, an effective approach is through mobile-friendly forms.
Mobile-friendly forms are digital forms that can be completed on any device anywhere, providing the opportunity for employees to fill out forms as soon as an expense has been incurred. Essentially, making the processes of submitting expense claims more efficient.
What Are the Challenges of Manual Expense Claims?
- Collecting and submitting receipts are time consuming for employees, often causing them to focus more on form filling than their actual responsibilities
- Receipts can often be lost or damaged, and without proof employees cannot submit expense claims
- Slow communication between different employees and departments can lead to inefficient approval processes
- Multiple ways of submitting expense claims can overwhelm finance, causing further delay
- Missing or inaccurate information may prevent forms from being accepted and without notification, employees wouldn’t know there was a problem
iSmartWorks: The Smarter Way to Manage Expense Claims
The no-code form builder provides benefits to both employers and employees when it comes to expense submissions. Both of its AI prompts and drag-and drop features allow custom forms to be made, all in a matter of minutes. While its mobile applications allow form access anywhere.
How iSmartWorks Streamlines the Expense Claims Process for Employers
- Reduces labour and processing costs due to digitizing paper forms
- Helps managers make informed decision by providing real-time data
- Provides a centralized location where all the data is stored
- Minimizes human error and prevents delays in reimbursements
- Build custom forms that align with organizational objectives
How iSmartWorks Streamlines the Expense Claims Process for Employees
- Allows employees to submit claims on the go with its mobile app
- Push notifications keep users informed about issues with form submission
- Less clutter as the paper receipt is not needed, only a photo of it
- Save time with auto-filled and pre-set form fields
- Eliminates the need to print, scan, and email forms associated with traditional expense claims
Tips for Mobile-Friendly Forms
- Keep questions short by including only the important fields
- Minimize input by including a variety of different fields (i.e. dropdowns)
- Use smart field validation and smart reminders
- Enable file uploads for easier way to show proof
- Make instructions clear and concise
Learn how to simply expense forms with iSmartWorks today.