Travel requests are forms that need to be signed off in order for an employee to travel on company expenses. In case if one employee was having limited access to apply for a travel request while they are traveling, as an Admin/Supervisor user, it is possible to assign 'Travel Requests' on behalf of employees by simply accessing the Expense module by following the steps below
Select, Expense > Travel Requests > Employee Travel Requests
Step 1 - Click the ‘Add’ button on the Screen.
Step 2 – Select the Local currency and the Employee Name. Click Next. Then the Travel Request Form is shown.
Step 3 – Click the Add button under Travel Information. Then the Add Travel Information Screen is shown. (User may skip this step if it is a generic expense request)
Step 4 – Fill the form with the necessary information and click Save. You can add multiple records to the section. (User may skip this step if it is a generic expense request)
Step 5 – Click the Add button in the Travel Request Estimates Section. Then the Add Travel Request Estimates Screen is shown.
Step 6 – Select the Expense Type. The form gets expanded once selected.
Step 7 – Select the Foreign Currency and Add the amount. If the Multi-Currency option is not enabled and the exchange rates are not set, only the local currency will be available as an option.
Step 8 – Select if the Expense is paid in advance by the Company or if the Staff is pre-paying and claiming later.
Step 9 – Click Save.
Step 10 – The employee can apply for a cash advance from the company. Click Apply for Cash Advance checkbox in the Summary section and add the amount.
Step 11 – Attach any documents required in the attachment section.
Step 12 – Click 'Assign' to submit the request. Once you click assign, that travel request is shown under 'My Travel Request' of that particular employee as in 'Approved' status.
Filter/ Search Travel Request
Step 1 – Click the Filter button on the top right corner of the screen. The Filter Screen appears as shown below.
The user can set the filter as per the preferences to narrow down the search
|Search by the status of the Travel Request|
|Travel Request ID||Search based on the Travel Request ID|
|Submission Date From||Search based on the travel request submission From the date|
|Submission Date To||Search based on the travel request submission To date|
|Search based on the Employee's Name|