An employee can generate a travel request including estimated/budgeted expenses. (The request can be any type but not mandatory to be ‘Travel’ even though the system option states as ‘Travel Request’).
The request is sent to the Supervisor/HOD for approval. The Supervisor/HOD and the Admin can assign the request to an employee. If assigned, it may not have an approval process.
Select Travel and Expenses -> My Travel Requests
Step 1 - Click the ‘Add’ button on the Screen
Step 2 – Select the Local currency and 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 is available as an option.
Step 8 – Select if the Expense is paid in advance by the Company or if the Staff is paying and claiming it 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 'Submit' to submit the request. Once the user clicks submit, that travel request is shown under 'My Travel Request' of that particular employee as in pending status.
Filter/ Search Travel Request
Step 1 – Click the Filter button on the top right corner of the screen. The Filter Screen get appears as shown below.
The user can set the filter as per the preferences to narrow down his 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|
Step 1 – Click the Filter button on the top right corner of the screen. Then the Filter Screen appears as shown below.