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' behalf of employees by simply accessing the Expense module.
Select, Expence > Travel Requests > Employee Travel Requests
Step 1 - Click the ‘Add’ button in the Screen.
Step 2 – Select the Local currency and the Employee Name. Click Next. Travel Request Form will appear.
Step 3 – Click Add button under Travel Information. Add Travel Information Screen will appear. (You 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. (You may skip this step if it is a generic expense request)
Step 5 – Click the Add button in the Travel Request Estimates Section. Add Travel Request Estimates Screen will appear.
Step 6 – Select the Expense Type. The form will expand once selected.
Step 7 – Select the Foreign Currency the expense will be in 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 will be paying and later claiming it.
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 will be shown under 'My Travel Request' of that particular employee as in 'Approved' status.
Watch Video - Add travel Request