Adding / Editing/ Deleting Accommodation Expense Details for Claims
You can add accommodation expense details for a claim.
Ensure that you select the check box for which the data needs to be updated on the Apply / Cancel claim page to update the Accommodation Expense Details page with the claim details.
The details displayed on the Accommodation Expense Details page are:
Accommodation Expense Details - Claims
Field |
Description |
Expense Type |
Displays the type of accommodation expense for which details are added |
Travel Type |
Displays the type of travel – Local, National or International |
Currency Code |
Displays the code of the currency used for accommodation expense |
Amount |
Displays the amount requested as accommodation expense |
Max Amount |
Displays the max amount defined |
From Date |
Displays the date from when you are travelling |
To Date |
Displays the date when you are returning |
Paid by Company |
Displays whether the amount requested is paid directly by the company |
Add Attachment |
Displays hyperlink to upload relevant attachments such as bills, tickets and so on. |
Attachments |
Displays hyperlink to download or delete uploaded attachments. |
To add accommodation expense details for a claim:
On the left navigation pane, click Accommodation Expense Details.
On the Accommodation Expense page, click Add.
The Accommodation Details Section window appears.
In the Travel Type options, select the type of travel as below:
To enter details of a local travel, select Local.
To enter details of a national travel, select National.
In the City list box, select the city to where you want to travel.
To enter details of a international travel, select International.
In the Country list box, select the country from where you want to travel.
In the Currency list box, select the currency of the country to where you want to travel.
In the Expense list box, select the expense type.
In the Vendor text box, enter the name of the vendor.
Click the From Date box and on the calendar that appears, select the date of onward travel. The number of days is updated automatically.
Click the To Date box and on the calendar that appears, select the date of return.
The total number of days appears in the No. of days section.
In the Amount text box, enter the amount requested for accommodation during the travel period.
In the Max amount text box, the maximum amount defined for your designation and selected travel type is displayed.
In the Comment text box, enter any relevant comments.
If the company has to book and pay directly for the travel, select the Paid by Company check box.
Do any of the following:
To save the expense details, click Save and Close.
To save and continue adding details for another request, click Save and Continue.
The accommodation expense details are added for the selected travel request.
Note
1: Field marked * are mandatory and they cannot be left blank.
The following fields are mandatory: Expense, From
Date, To Date, Amount.
Note 2: To exit without saving the details, click Cancel.
If you want to edit details of existing accommodation expenses, select the check box corresponding to the expense, click Edit, make the required changes and save.
If you want to delete details of an existing accommodation expenses, select the check box corresponding to the expense, click Delete and confirm the deletion.
Click to know more:
Adding / Editing/ Deleting Claim Details
Adding / Editing/ Deleting Travel Expense Details for Claims
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