Reporting Travel Expenses by Periods

Use

Via Travel Expenses Reporting by Periods , you can create a statistical overview of paid travel expenses per employee for a freely definable evaluation period. You can create evaluations for individual receipts, for per diems / flat rates, or for individual receipts and per diems / flat rates.

Prerequisites

The system only includes trips in travel expenses reporting by periods if they have already been paid and they began within the evaluation period.

Features

You can subdivide the selected evaluation period in sub-periods. The system can, however, only represent the reporting results in a maximum of seven sub-periods. If the evaluation period chosen includes more than seven sub-periods, the system displays the last six sub-periods before the end date of the evaluation period completely, but summarizes the sub-periods before that in one preliminary period.

You can specify not only a time limitation for reporting but also the persons selected using the following selection criteria:

Personnel numbers
You can create statistics for a personnel number interval. The system creates statistics for the employees whose personnel numbers lie within the interval and for whom travel expenses have been paid within the selected time period. The system gives you the exact travel expenses paid per employee.
Master cost centers
You can create statistics for a cost center. The system creates statistics for the employees whose personnel numbers are assigned to the selected cost center as the master cost center and for whom travel expenses have been paid within the selected time period. The system gives you the paid travel expenses per individual employee first and then, at the end of the statistics, the total travel expenses for the employees of the cost center. The total usually does not correspond exactly with the actual travel expenses paid per cost center, since the evaluation does not consider the costs assignment specifications in Travel Management or data from Cost Center Accounting .

For reporting via individual receipts, the system presents the reporting results per employee and period as the total of individual travel expense types or travel expense categories.

If you include individual receipts in the statistics, you can decide whether to be able to display in detail, from the reporting results, the individual receipts on which the total is based.

See also:

Report Travel Expenses by Periods