Travel Expense Report Create
The Travel Expenses module allows users to submit and manage travel-related expense claims.
Overview
Users can create a travel expense report by selecting an existing Travel Request or by choosing Create Without Selection, which allows direct input of expenses.
Users with Travel Expence Create permission can create, save as draft or send a travel request.
Users with Travel Expence Manager permission can create, save as draft or send a travel request, either for themselves or on behalf of other beneficiaries.
General Information
- Organization Unit: Displays the organization unit, either autofilled for users in a single unit or selectable from a dropdown if they belong to multiple units.
- Beneficiary: Autofilled with the user’s name. However, a Travel Expense Manager can select any beneficiary from all users.
- Purpose: Specifies the reason for the report.
- Summary: Provides an overview of the report details.
Document Rows
- Location: Select from a predefined list of locations.
- Expense Type: Select from predefined expense types in Expense Types.
- Description: Provides details about the expense.
- Date: Specifies the date of the expense.
- Attachment: Allows users to upload supporting documents.
- Quantity: Indicates the number of units related to the expense.
- Price: Specifies the cost per unit.
- Rate: Displays the applicable currency exchange rate if relevant.
- Total: Automatically calculated based on quantity and price.
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