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, the report status is shown as Draft. But after including the expenses, 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.
Note: Once the expense or trip is clubbed with reports, it is not possible to cancel the by the user.
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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 ...
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 ...
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
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 cancel trip request.
User can cancel trip request before and after approval. Path : User Login >> Travel & Expenses >> Trips >> View Details >> Cancel trip request