A Trip Request may be created by selecting the link shown below.
Upon selecting this option, a new Trip Request is created on the status Composing and a unique document ID is assigned.
On the document, the user must fill the Expense Reason and fill the predicted expenses for the trip.
For each expense, the user must select or enter a:
| • | Region; |
| • | Currency; |
| • | Description; |
| • | Start Date; |
| • | # Days. |
For the Hotel and Travel Allowance expense types, the value is automatically calculated given the number of days and in conformity to the rules defined on the internal policies document. For Other Expenses, the value may be manually entered.
On the bottom of the page there is a button to Delete the selected lines, Save the document to be edited/submitted on a later date or Summary, to display the document summary (prior to submission).
Tip: if you need a Cash Advance to be issued, please enter the required amount on the Comments area.There is no need to file a offline file for Pre-trip Request. |