Travel expenses (kilometers, accommodation, per diems) can be added in the Time & expenses view or using Severa's mobile app. With the mobile app you can easily add expenses with receipts by selecting a picture from your phone storage or by using the camera to take a picture of the receipt. Once the travel expenses have been added, a travel reimbursement can be created.
It is not possible to create travel reimbursement in Severa's mobile app.
Travel expenses can be found from the Financials tab of your project. Travel expenses are listed under the Billable, Invoiced or No billable items sections.
Billable travel expenses are handled the same way as billable fees and are automatically added to the customer's next invoice. On the invoice, travel expenses can be edited, grouped and removed if needed.
If travel expenses already on project are shown under the non-billable heading and are not automatically shown as billable on the customer’s invoice, check the travel expense approval setting in the company settings, as well as the project pricing, and make sure that travel rates are defined as billable in the project price list.
Travel reimbursements simplify travel expense reporting, billing and payment.
Users can create a travel reimbursement by entering kilometers, accommodation and per diems and linking them to a sales case/project. Receipts can be added to the travel reimbursement electronically, after which the travel reimbursement can be sent for approval.
Supervisors and managers are able to review, edit, export and approve expenses. Once approved, travel expenses are automatically billable on projects where billing is enabled.
Travel reimbursements are available in Business, Platinum and Enterprise editions.
Keywords: travel expenses, travel reimbursement, Time & expenses view, Severa mobile app, project financials, billable expenses, non-billable expenses, expense approval, attaching receipts, Business/Platinum/Enterprise editions
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