Question

Travel request issues

  • 4 September 2023
  • 8 replies
  • 127 views
S
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hello,

we try to use travel request function, some issues need you help to make it happen:

  1. Can you share some simple steps to follow: registered/confirmed, approval, link to expense? 
  2. Try to add new travel request, but status being shown “Approval not required” though configuration set up approval rule and amount based set up, any steps missing?
  3. How to create expense sheet from travel request, in help, where to find “one expense option in a trave request is required to be in “Selected” state” ? and  Where to find “Right- click and click Create Expense Sheet” ? 

Your feedback is appreciated. 

Thanks

Susan

 

8 replies

Dharshankumaar Mahendran
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Hi @Susan Su 

 

Please find if the below answers are helpful

 

  1. An employee who registers his travel request will register it and confirm it using the right mouse button in the IEE and if it is aurena it will be available as button on the top of the screen. Once confirmed it will be approved by the supervisor on the Travel request approval window.
  2. You might have done all the steps correctly but missed to make the travel request configuration you created as default and the company might be using another approval configured which requires no approval. if this is not the case share a screenshot on the approval configuration you created.
  3. Once the Supervisor approves the travel requests it will be available to select in the travel request window. you can select an option and once selected the travel request will be in selected state and available to create expense sheet from there.

Hope this helps

 

Linkedin - https://www.linkedin.com/in/dharshankumaarmahendran/
S
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hello, 

Thanks for your quick reply

Please find screenshot of configuration ID for setting. any other missing? 

Thanks

Susan

 

 

S
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one more

 

Dharshankumaar Mahendran
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Hi @Susan Su 

 

Let me prepare a document on the configuration flow and attach to this thread asap.

 

 

Linkedin - https://www.linkedin.com/in/dharshankumaarmahendran/
S
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hello Dharshan

That is good idea. Look forward to your document. 

Have a nice day!

Thanks

Susan

S
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hello Dharshan

How about the document progress? please help to advise. 

Thanks

Susan

S
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hello Dharshan

Do you have any feedback for the document for this configuration flow? please advice.

Thanks

Susan

V
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Hi Susan,

did you also put the Expense Rule in “Rule Assignment” to your selected employees and added your Configuration there? You didn’t screenshot that yet.

I only have a Cloud environment available for screenshot but it’s the same setup:

 

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