Approve Receipts in a Travel Record
Objective
Tutorial on how HR Managers can approve a receipt or receipts submitted by an employee in relation to an travel record.
Process
Employee
Engages in travel event that requires reimbursement
Employee
Creates travel record, attaches receipt, and submits for approval
HR Manager
Reviews travel record and approves receipts accordingly
Click Through
- Start in HR HUB
- Under Travel & Expenses, navigate to Travels
- Identify and enter the required record
- Select the Receipts Tab
- Identify and enter the required receipt record
- Enter person 'Responsible for Reimbursement'
- Save
- Select the Docs Tab
- Open the attached document
- Review the information in the attached receipt document against the details entered in the record for accuracy
- Submit
- Confirm all details are correct, and select submit
- A dialogue box will appear in the Business Process Flow, enter an appropriate decision from the drop down list
- Select Next Stage
- Another dialogue box will appear in the Business Process Flow
- Confirm that the information in the 'responsible for Reimbursement' field is still correct
- All receipts, whether approved or rejected, must be marked as reimbursed in order to complete the process
- Select whether the receipt is to be reimbursed wholly by the customer, partially, or not at all
- Select Finish
Result
Below, you can see the relevant phases in the Business Process Flow of the travel during the approval process.
