Travel Request with Travel Expense Report Scenario

Steps

1. Select the Relevant Organization Unit. See Home: Organization unit Selector.
   • Emma begins by selecting the appropriate organizational unit for her request.
2. Create a Travel Request. See Travel Request: Create.
   • Emma navigates to the Travel Request module and initiates a new request.
   • The system automatically assigns her as the beneficiary.
3. Enter Travel Details:
   • Purpose: Business meeting with a client in Paris.
   • Passport Information: Emma verifies that her passport details are correctly stored in the system.
4. Add Line Items:
   • Flight Details:
     • Origin: London, UK (LHR)
     • Destination: Paris, France (CDG)
     • Outbound Date: April 10, 2024
     • Return Date: April 12, 2024
     • One-way: No
     • Only Direct Flights: Yes
   • Hotel Booking:
     • Hotel in Paris for two nights
     • Preferred vendor: Business Hotels Ltd.
   • Local Transport:
     • Rental car required for travel within Paris.
5. Submit for Approval. See Travel Request: Details.
   • Emma submits the request for approval.
6. Manager Approval.
   • Tom, Emma's manager, reviews and approves Emma’s request.
7. Travel Department Review & Booking Confirmation.
   • Andy, the Travel Manager, verifies the request and confirms booking.
8. Travel Execution.
   • Emma travels to Paris and completes her business trip.
9. Finance Team Submits Expense Report. See Reports: Travel Expense Report.
   • Upon Emma’s return, she provides all receipts and necessary details to the Finance Assistant Bob.
   • Bob creates and submits a travel expense report based on the provided information.
10. Expense Report Approval & Reimbursement.
    • The Finance Manager Chris reviews and approves the report.
    • Emma receives reimbursement for approved out-of-pocket expenses.