Create new travel reimbursements from the top navigation or from Time & expenses view. When creating a travel reimbursement from the top navigation, all existing travel expenses are added automatically to it. In Time & expenses view you can create a travel reimbursement from previously added travel expenses or create an empty travel reimbursement.
Note that you cannot create a travel reimbursement on behalf of another user.
Travel reimbursement is divided into two tabs: travel reimbursement and breakdown. On the Travel reimbursement tab you can add new expense rows, as well as edit and remove existing ones. On the breakdown tab, entered expense rows are shown grouped by type and project. Both are also included in the travel reimbursement PDF file.
At the top, in the title field, you can enter your own title for the travel reimbursement and you can also see the travel reimbursement status and the total amount. By clicking instructions, you can see the instructions your company has recorded related to creating travel reimbursements.
It is not possible to create a travel reimbursement in the Severa mobile app.
You can easily add travel expenses by selecting Add travel expense, from a receipt in the Receipt inbox folder or by adding a previously added travel expense to the travel reimbursement. After adding travel expenses, they can be grouped by date, category or project. The same grouping is used in the PDF file.
You can view a single travel expense by hovering your mouse over the expense row, after which you can add an internal comment, add an attachment from your computer or from the Receipt inbox folder, and remove the row from the travel reimbursement. An expense row with an attachment can be recognized from the paperclip icon, which also shows the number of attachments.
If needed, you can add an Advance payment at the bottom of the travel reimbursement. When the travel reimbursement is done, you can change its status to Pending approval. In the More actions menu at the bottom, you can save/print a PDF file of the travel reimbursement or delete the travel reimbursement.
Deleting a travel reimbursement does not delete the travel expenses entered in Severa, only the travel reimbursement itself. If you need to delete expense rows, select the rows on the Travel reimbursement and click Remove at the top.
When closing an empty Travel reimbursement, you are notified that the travel reimbursement will be deleted. This way, empty travel reimbursements are not accidentally left in the system. It is also possible to save a travel reimbursement empty if you want to add travel expenses to it later.
Keywords: travel reimbursement, travel expenses, Time & expenses view, Severa mobile app, travel reimbursement statuses, breakdown tab, Receipt inbox folder, adding attachments, advance payment, travel reimbursement PDF file
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