How to claim expense for trips.
In this, we can club the expenses and trips raised and send them to the approval chain for claiming the reports.
Step 1: Clubbing of Trips to Reports
Path : User Login >> Travel & Expenses >> Reports >> Add New
Step 2: Clubbing of Expenses to Reports.
After clubbing the trips to the reports, the report status is shown as Draft. But after including the expenses incurred for each trip, the status changes to Pending, and the report is sent to HR and FM.
Path : User Login >> Travel & Expenses >> Reports >> View Report >> Expenses >> +Add New >> Validate.
Related Articles
How to claim expense without trips.
we can club the raised expenses without trips to the reports to claim the amount of the expense. Step 1: Creation of Report Path : User Login >> Travel & Expenses >> Reports >> Add New Step 2: Clubbing of Expenses to Reports. After creating a report, ...
Can we restrict trip to be mandatory in the expense report.
By restricting as mandatory , while generating expense report user need to add trip request as well. Path : Admin >> Expenses >> Trips >> Add New
What is the meaning of different statuses present in Trips table.
Trip Approval Statuses: Status Description Draft Any trips that are not submitted for approval will be in draft Pending Submitted trips that are in approval process Approved Trips that are approved by approval chain Rejected Trips that are rejected ...
How to add trip settings.
In this section, we shall see adding new Trip settings to generate a unique code for every trip request that is being raised by the employees. Path : Admin >> Expenses >> Trips >> Add New
How to raise a request for trip.
Trip expenses are costs associated with traveling to conduct business-related activities. Path : User Login >> Travel & Expenses >> Trips >> +Add >> Start Date >> End Date >> Policy.