Etta Open Expense

Task

Process / Helpful Hint

Benefit

• Flexibility to choose the travel and expense solutions that fit your needs

• Seamless travel itinerary and receipts flow from Etta travel to third party expense solutions

• Email and mobile notifications keep the user updated along each step of the travel and expense process

  • Requires notification support in the expense solution

• Complete travel lifecycle management - search, book and reimburse

• Automated trip-based creation of an expense report

  • Requires automated report capability in the expense solution

Task

Process / Helpful Hint

TMC Tasks

• Contact Deem Channel Sales Director

  • Request SOW

    • Provide the contact details for individual who will sign the SOW

  • Provide client contact details - Individual Deem will work with to configure expense

  • Confirm cost

  • If implementing Workday or Chrome River API

    • Provide Implementation checklist - available in this configuration  article

• User Profile requirement

  • ExternalID - Must match expense username/ID

Deem Channel Sales Director

• Will have SOW prepared and sent to provided contact

• Once SOW is signed they will engage the Configuration Team

Deem Configuration Team

• Set schedule of configuration

• Will work with client and expense company to enable expense integration