Co-Workers Travel Expenses
- Daria Chebotaieva
Module | Travel Expenses TE |
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Type | Travel Expense Report |
Latest Version |
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Summary |
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Description
After any work trip (to the vessel, business travel or to pass some courses), employees create Travel Expenses documents and submit them to be approved.
The coordinator/approver needs to see reports for Travels Expenses documents sent by his subordinates according to chain of approval.
The Co-Workers Travel Expenses report shows all the expenses during travel (transportation, accommodation, meal) for selected crew members in certain period.
In order that report works correctly, the chain of approval should be set up.
To access this report, please login to Employee Portal web interface, open Travel Expense module, select Co-Workers Travel Expenses sub-module-> Reports.
Dialog
Once you click the needed report from reports menu, a dialog window will ask you to add report parameters:
Set Period for documents (from…to…) – all documents that were received within this period will appear in the report.
Pins selection depends on Active Dialog type, chosen while uploading the report.
Default - all your subordinates' documents that meet the setting (submitted Travel Expense document within set period) are displayed in the drop-down where you can select all or several to appear in the report.
Any Employee – all employees' documents (from all departments, not only your team-members) will appear in the drop-down.
Click Submit button to preview the report.
Report Layout
For your convenience, every new document data will be displayed from the next page.
Let's review an example:
In this section, we can see the following details:
-Personal – submitter's pin and name;
-Document - current state/status and by whom it was sent;
-Travel – dates, reason and purpose of travelling, arrival country, etc.Rates and compensation information of visiting country.
Here can be various Expenses types details, for example: Accommodation, Transportation, Meal, etc.
Summary of allowance, compensation, transportation and additional expenses (e.g.: meal costs) displayed with total amounts and currency for each type and total of all types.