Create an Itinerary

Before creating or editing an itinerary, review the general information about itineraries.

Use the Create New Itinerary page to:

• Create a standard itinerary

• Import Itinerary Information

• Access the quick entry page to enter one or more single-day itineraries

• Have the system create an itinerary based on information imported from the travel application or based on certain imported company card data

Access the Create New Itinerary page

You can access the Create New Itinerary page in these ways:

• With an associated report open:

  • As the first step in the travel allowance wizard (if your company has enabled the wizard) - or -

  • On the expense report page, select Details > New Itinerary

• Without an associated report open:

  • On the Expense Report List page, select Create & Edit > Create Itinerary.

Regardless, the travel allowance wizard and menu appear only if you meet the travel allowance criteria defined by your company.