This page allows you to view the Travel expense that are pending for your Approval, Travel expenses that are Approved or Rejected by you under the Pending, Approved and Rejected radio buttons respectively. Based on the radio button chosen respective Travel requests will be displayed in the multiline. You can view the Total travel budget allocated, total amount with approved travel expense and total amount of pending (yet to be approved) travel expense for the department by select changing the budget period.
This activity allows you to do the following
Travel Expense details has to be raised
Click Travel Management from the Portal Login menu.
Click Approve Expense on the right menu.
Note: Approve Expense menu will be visible and accessible only if the login user is a supervisor or is one of the approving levels defined in workflow.
Choose an option from Budget Period combo to specify the budget period. The system lists current budget year corresponding to system date.
The system displays travel expense summary values in base currency which includes total travel budget for the department, total amount with approved Travel Expense Claims for that department and total amount of pending Travel Expense claims yet to be approved for that department in the travel budget Summary Section.
Enter Date from which the Travel expense details to be retrieved.
Enter Date until which the Travel expense details to be retrieved.
Click Pending Request radio button to view the pending for Approval travel expense details in the multiline.
The system displays Employee Name/Code, Request ID, Type, Request Date, Start Date, End Date, Estimated Cost and Status of pending travel expense.
Click on the Travel ID to Approve/ Reject the raised travel Expenses
Click Approved Request radio button to view the approved travel expense details in the multiline.
The system displays Employee Name/Code, Request ID, Type, Request Date, Start Date, End Date, Estimated Cost and Status of approved travel expense.
The system displays Employee Name/Code, Request ID, Type, Request Date, Start Date, End Date, Estimated Cost and Status of rejected travel expense.
|
Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
Budget Period |
Indicates the budget period of the travel. |
Combo |
No |
No |
|
The system lists current budget year corresponding to system date. |
|
From Date |
Date from which the travel expense list to be retrieved. |
Textbox |
Yes |
No |
11 |
|
|
To Date |
Date until which the travel expense list to be retrieved. |
Textbox |
Yes |
No |
11 |
|
|
Pending Request |
Can view the List of Travel Expenses which are pending for approval |
Radio Button |
No |
Yes |
|
|
|
Approved Requests |
Can view the List of Travel Expenses which are Approved by the login employee |
Radio Button |
No |
Yes |
|
|
|
Rejected Requests |
Can view the List of Travel Expenses which are Rejected by the login employee |
Radio Button |
No |
Yes |
|
|
|
Multiline |
||||||
|
Emp.Name/Code |
Name of the employee or the code that identifies the employee. |
Textbox |
No |
No |
300 |
|
|
Request ID |
Code that identifies the travel request. |
Hyper Link |
No |
No |
20 |
Click the Request ID Date hyperlink in the multiline to modify the travel expense list details. |
|
Type |
The type of travel request. |
Textbox |
No |
No |
60 |
|
|
Start Date |
Start date of the travel. |
Textbox |
No |
No |
11 |
|
|
End Date |
End date of the travel. |
Textbox |
No |
No |
11 |
|
|
Est. Cost |
Total expense amount raised against a particular travel request. |
Textbox |
No |
No |
15 |
|
|
Req Date |
Date on which the travel request is made. |
Textbox |
No |
No |
11 |
|
|
Status |
The status of travel request. |
Textbox |
No |
No |
30 |
|