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How to: Enter travel expenses

Enter travel expenses through work hour -page

  1. Go to New > Work hours.
  2. If entering travel for a day other than today, click to select the date on the calendar.
  3. Click the Select case field to display a drop-down menu listing all cases in which the employee is a member. Click to select a case, or start typing the name of a case to delimit the list and then select. And, if the employee isn’t yet a member of a particular case, click Join a case to become a member of the case and enter travel expenses.
  4. The next field automatically displays the default Work type for the case. Click to open the drop-down menu and click to select a travel expense.
  5. Depending on the expense selected, enter the quantity or adjust the cost. Enter additional information in related fields as necessary. 
  6. In the next field, type to enter a Description of the work.

travel_on_work_hour_entry.png

Expenses are immediately available for billing in the case.

Enter travel expenses through Travel reimbursement -page

For more info see the Travel reimbursement (add-on) article.

  1. Go to New > Travel reimbursement.
  2. Click the Select case field to display a drop-down menu listing all cases in which the employee is a member. Click to select a case, or start typing the name of a case to delimit the list and then select. And, if the employee isn’t yet a member of a particular case, click Join a case to become a member of the case and enter travel expenses.
  3. The next field, click to open the drop-down menu and click to select a travel expense.
  4. Depending on the expense selected, enter the quantity or adjust the cost. Enter additional information in related fields as necessary. 
  5. In the next field, type to enter a Description of the work.
  6. If entering travel for a day other than today, click to correct the date field or use the Calendar icon to select another date.
  7. Enter additional expenses as necessary, and Save.travel_reimbursement.png
  8. Review the travel entries in the grid. Click the Edit icon if you need to edit an entry or click the Attachment icon if you want to attach an image of the receipt.
  9. If applicable, enter the amount of Advance payment received or Notes about the trip.
  10. When ready, click Next.
  11. Review the reimbursement document. If everything is in order, click the drop-down menu Status is Draft at the top right of the page and click to select Change status to Waiting for approval. If an entry needs changes, go to the bottom of the page and click Previous to return to the expense entry page.

travel_reimbursement4.png

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