Case study > Mobile > Development of a Mobile App for Business Trip Expense Management
Edge One Solutions supported the development of Business Trip Manager, a mobile application that simplifies and automates the process of settling employee business trip expenses. The solution enables users to record expenses on an ongoing basis, add photos of receipts and invoices, categorize costs, manage document statuses, and transfer data to company CRM or financial and accounting systems.
The client needed an application that would allow employees to collect expense data during business trips, without the need to manually re-enter it later into office systems. It was important for users to be able to quickly add a document from their phone, complete the basic details, and send it for further settlement.
A key challenge was combining ease of use with the requirements of a financial process. The application needed to support document categorization and status management, such as Draft, To Do, and Done, while remaining clear and convenient for employees using it during travel.
Another important requirement was integration with the company’s CRM or financial and accounting system. Data entered in the application could not remain separated from back-office processes — it had to be transferred to the systems used by the company for further expense handling.
The project also required support for photos and scans of documents taken directly with a smartphone. This meant ensuring image quality and optimizing file size so that the application remained both convenient for users and efficient from a technical perspective.
Edge One Solutions supported the development of a mobile application that digitalizes the business trip expense settlement process and connects employees in the field with company back-office systems.
The scope of work included:
• development of a mobile application for business trip expense settlement,
• preparation of a simple interface for adding documents from a phone,
• implementation of a new document form,
support for expense title, amount, category, and document photo or scan,
• expense categorization,
• document status management,
• development of a user dashboard divided into settlement stages,
• implementation of cost filtering and sorting,
• support for document types, payment methods, and currencies,
• synchronization of data with the client’s CRM,
• support for secure data transfer and archiving,
• use of iOS SDK, Android SDK, React Native, and REST API.
The project team implemented a mobile application that enables employees to quickly add expense documents directly during a business trip. Users can enter the expense title, amount, and category, and then add a photo or scan of a receipt or invoice from their phone.
The application includes a user panel that works as a dashboard. Documents are organized by settlement stages, such as Draft, To Do, and Done, making it easier to track progress and quickly check which expenses still require action.
Advanced filtering and sorting of expenses were also implemented. Users can organize documents by date, document type, payment method, and currency, such as PLN, EUR, or USD. This makes the application useful both for ongoing expense registration and later review of collected data.
An important part of the solution was synchronization with the client’s CRM. Data from the application is transferred directly to back-office systems, reducing manual data entry and supporting a more structured settlement process. The project also covered secure data transfer and archiving in line with the requirements for financial data handling.
Business trip settlement is a process that connects employees in the field, expense documents, finance teams, and company systems. When data is collected late or re-entered manually, the risk of errors, lost documents, and delays increases.
A mobile application can significantly simplify this area by allowing employees to register expenses at the moment they occur. Document photos, categories, statuses, and synchronization with company systems create a consistent information flow between the employee and the back office.
The Business Trip Manager project shows that digitalization of administrative processes does not always require a large multi-department system. In many cases, the greatest value comes from a well-designed mobile application that solves a specific operational problem: fast, organized, and secure transfer of expense data.
