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 have the possibility to create travel reimbursement with all existing expenses or create an empty travel reimbursement and add expenses manually.
Note that you cannot create a travel reimbursement on behalf of other user.
Travel reimbursement is divided into two tabs: Travel reimbursement and breakdown. On the Travel reimbursement tab you can add new expenses, edit existing expenses and remove or delete expense rows. Breakdown shows entered expenses grouped by type and project. Both of them are also included in the PDF file.
On the top you can give a title for your trip and see the current status and total based on existing rows. By clicking instructions you can check if your organization has guidelines related to entering travels.
You can add travel expenses from scratch, create expenses from your receipts or add existing expenses that are not yet reimbursed. After you are done with adding travel expenses you can group them by date, category or project. The same grouping is used on Travel reimbursement PDF file.
By hovering your mouse over an expense row you can quickly add an internal comment related to that expense, preview existing receipts, attach new receipts either from your computer or from receipt inbox or remove the row from the reimbursement. Rows with receipts can be easily recognized of the attachment icon, that displays also the amount of receipts attached.
If you have received advance payment, enter the amount below the expense rows. Review the travel entries and when everything's in order change the status to for example Waiting for approval. Under More actions menu you can find options to print the travel reimbursement as PDF or delete the reimbursement.
Deleting a travel reimbursement does not delete the entries. If you need to delete entries you can select them on the Travel reimbursement and choose Delete from the action menu that opens on top.
When closing an empty Travel reimbursement you are prompted to delete it. This way you don’t accidentally create empty travel reimbursements. You can of course also save the draft if you have made some other changes to it, and want to continue with it later.
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