Adding / Editing/ Deleting Travel Expense Details
You can add travel expense details for a travel request.
Ensure that you select the travel request for which the data needs to be updated on the Apply/Cancel Request page to update the Travel Expense Details page with the travel request details.
The details displayed on the Travel Expense Details page are:
Travel Expense Details
Field |
Description |
Expense Type |
Displays the type of travel expense for which details are added |
Travel Type |
Displays the type of travel – Local, National or International |
Trip Type |
Displays the type of a trip |
Departure Point |
Displays the departure point from where to travel |
Destination |
Displays the destination to travel |
Travel Date |
Displays the date from when you are travelling |
Currency |
Displays the currency used for the travel expense |
Amount |
Displays the amount requested as travel expense |
Max. Amount
|
Displays the max amount defined |
Paid by Company
|
Displays whether the amount requested is paid directly by the company |
Attachments
|
Displays hyperlink to download or delete uploaded attachments |
To add travel expense details for a travel request:
On the left navigation pane, click Travel Expense Details.
On the Travel Expense page, click Add.
The Travel 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.
In the From Place text box, enter the place from where you want to travel.
In the To Place text box, enter the place to where you want to travel.
To enter details of a national travel, select National.
In the From City list box, select the city from where you want to travel.
In the To City list box, select the city to where you want to travel.
To enter details of an international travel, select International.
In the From Country list box, select the country from where you want to travel.
In the To Country list box, select the country to where you want to travel.
In the From Place text box, enter the place from where you want to travel.
In the To Place text box, enter the place to where you want to travel.
In the Travel Mode list box, select the mode of travel. For example, flight, train, bus and so on.
Click the Date box and on the calendar that appears, select the date of onward travel.
In the Time text box, enter the time, when you want to travel in hh:mm format.
In the Amount text box, enter the amount for the travel.
In the Max amount text box, the maximum amount defined for your designation and selected travel type is displayed.
In the Vendor text box, enter the name of the vendor.
In the Comment text box, enter any relevant comments.
If the request details are for the return journey, select the Round Trip check box.
If the company has to book and pay directly for the travel, select Paid by Company check box.
Do any of the following:
To save the travel expense details, click Save and Close.
To save and continue adding details for another request, click Save and Continue.
The travel 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: Travel
Mode, Date, Time, Amount.
Note 2: To exit without saving the details, click Cancel.
If you want to edit details of existing travel expense, 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 travel expense, select the check box corresponding to the expense, click Delete and confirm the deletion.
Click to know more:
Adding / Editing/ Deleting Travel Request Details
Adding / Editing/ Deleting Accommodation Expense Details