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 Create a Travel Expense Report (Travel Manager)

Use

You create a travel expense report to enter and settle the travel expenses incurred during an employee trip .

Prerequisites

You have chosen the Travel Manager .

Procedure

To create a travel expense report:

  1. In the initial screen, choose Creating a travel expense report (or from the menu Start of the navigation path Trip Next navigation step Create expense report Next navigation step ). End of the navigation path

  2. Depending on the Customizing setting the Choose Trip Schema dialog box may appear.

  3. Choose a trip schema and confirm with Enter. .

  4. If you choose Further trip schemas , the Please specify trip schema dialog box appears. Enter the relevant trip schema and confirm your entry in the dialog box with Enter .

    The Travel Expenses: <Name of Traveler> screen appears. The system has created a new travel expense report with a new trip number.

  5. Enter the general trip data:

  • Beginning date and time

  • End date and time

  • Trip destination, country and, if required, region

  1. Enter the trip facts for the per diem / flat rate settlement of the new trip.

  2. Enter individual receipts if necessary.

  3. Choose Start of the navigation path Trip Next navigation step Save Next navigation step . End of the navigation path

Result

You have created a new travel expense report. The system has saved the trip facts in the database.

See also

Travel Manager: Data Area "Expense Receipts"