Travel Allowances - Getting Started

General Information

Before you start, review the general information about itineraries.

Travel Allowance users - criteria

Your company defines the criteria that you must meet in order to be reimbursed through travel allowances. (The criterion is usually home Country and perhaps Company or Department.) If you meet this criterion, the system then matches you to the correct travel allowance configuration. (Your company may have multiple configurations, for example, one configuration for sales and one for executive staff.)

Use the Travel Allowance feature

If configured to do so, the system automatically creates an expense report for approved requests, on the request Start Date. The request can only be associated with one report, so the system will not create a new report from a request if the request is already associated to a report. The report name is a copy of the request name. Expense reports are not automatically created for requests that do not have a start date. Closed requests cannot be used to create reports. The system creates expense entries based on the expected expenses and segments in the request.