This page allows you to view Travel IDs for which Expense details are yet to be raised or already raised. Based on the parameters selected for the date range, the system retrieves and displays the travel expense list details in the multiline. There is section named Expenses Raised Summary graph which consists of total expense raised, authorized and finance approved travel expense details.
The total expense raised bar shows the cumulative amount of all the expenses raised by the employee across all travel request and settlement numbers till date within the specified date range. The authorized bar retrieves cumulative authorized amount across all travel requests and settlement numbers within the specified date range. Finance Approved bar shows the cumulative finance approved amount of all travel requests and settlement numbers within the specified date range.
This UI allows you to do the following
View the Travel IDs for which Travel expenses are yet to be raised or already raised and
Navigate to Travel Expense Settlement/ Approval screen by clicking on the Travel ID hyper link
Authorized Travel Requests have to be Approved by the finance approvers to view/ raise Expense Details
Click Travel Management from the Portal Login menu.
Click Expense List on the right menu.
The Expense Raised Summary graph displays total expense raised authorized and finance approved bars(based on financial year).
Enter Date from which the travel expense list details to be retrieved.
Enter Date until which the travel expense list details to be retrieved.
Choose an option from the Status combo to specify the status of the travel expense list details. The system lists Finance Approved, Authorized, Draft, Pending for Authorization, Pending for Settlement, and Rejected as options.
Click on View button to view the travel request details in the multiline.
The system displays the Request ID, Type, Date on which the request is made, Start Date, End Date and Status of the travel request in the multiline.
Click Request ID Date hyperlink in the multiline to Create/modify travel expense details.
|
Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
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 |
|
|
Status |
Indicates the status of the travel expense details. |
Combo |
No |
No |
30 |
The system lists Finance Approved, Authorized, Draft, Pending for Authorization, Pending for Settlement, and Rejected as options. |
|
Multiline |
||||||
|
Request ID |
Code that identifies the travel expense. |
Hyper Link |
No |
No |
20 |
Click the Request ID Date hyperlink in the multiline to modify the travel request list details. |
|
Type |
The type of travel expense. |
Textbox |
No |
No |
|
|
|
Request Date |
Date on which the travel expense is created. |
Textbox |
No |
No |
11 |
|
|
Start Date |
Start date of the travel for the travel request. |
Textbox |
No |
No |
11 |
|
|
End Date |
End date of the travel for the travel request. |
Textbox |
No |
No |
11 |
|
|
Status |
The status of travel request. |
Textbox |
No |
No |
30 |
|