Travel management system for a small company: the policy, the request, the bookings and the register as one system (travel management systems, employee travel management system, trip management software)

A travel management system, in the enterprise sense, is a booking platform wired to an expense tool wired to a corporate card, run by a travel manager. In a company of two to a hundred travelers the same phrase means something simpler and more useful: one system that holds the policy the team books against, the trip request with its estimated cost and approver, the bookings filed against the trip and the register of who is away. Those four records are the whole system, and most small companies keep them in an email thread, a card statement and a calendar. This page sets out what each record holds, what an employee travel management system should refuse to do, and where trip management software fits.

The four records and what each answers

The policy answers 'may I book this': caps, lead time, who approves. The request answers 'what will it cost and who said yes': fare, nights, ground, allowance, total, approver, date. The bookings answer 'what did we book and where is the reference': every leg, night and transfer with its confirmation and cancellation terms. The register answers 'who is where': every traveler away this week, the hotel, the flight, the contacts. Travel management systems that keep those four, whatever else they do, are doing the job. Perdiemo Pro keeps them as one record per trip.

Where an employee travel management system stops

It stops at the booking channel and the expense claim. It does not need to hold the card or make the booking; the reference filed against the trip is enough for the office to act when a flight moves. It does not process the claim after the trip; the estimate on the request and the bookings against it are what the claim is later checked against, and the claims process is a different document. An employee travel management system that insists on booking for you is a platform, priced by the booking.

Trip management software is the same thing seen from the trip

Trip management software describes the system from the traveler's side: the plan built from the bookings, the checklist for the trip, the documents to carry. It is the same four records rendered for one trip. The free business trip plan on this site builds the itinerary from the legs, nights, meetings and transfers; the business trip checklist counts the confirmations to file and the meeting preparation; both file against the trip in Pro.

Starting without buying anything

The free worksheets are the system without the record: draft the policy, cost a request, plan the trip, hand over the checklist, all computing on the page with no account. A company can run on them for months. Pro is for the day the office needs to find last quarter's approval, or answer 'is anyone in that city' in seconds, and at that point the worksheets become the record with nothing retyped.

Questions people ask about travel management system

What is a travel management system?

For a small company, one place that keeps the policy, the costed and approved request, the bookings with their references and the register of who is away. For an enterprise it usually also means the booking platform and the expense tool.

Do we need an employee travel management system if we use a booking site?

Yes, if the booking site is where the record lives. A confirmation in a traveler's inbox is not a record the office can act on; filing the reference against the trip is.

Is trip management software different?

It is the same system described per trip: the plan, the checklist, the documents. Perdiemo's free worksheets do that part with no account.

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Related answers

Start Perdiemo ProKeep the trip register, not the inbox thread