Creating a Trip Expense Report (from the Travel tool)

You can create an expense report in the Travel tool from a trip that:

You can create a report from the following tabs in the top navigation bar of the Travel tool:

My Trips

This is the most flexible option, as you can use the same tab to choose from trips that are planned, in progress or completed.

TripHistory CrtExpRep

On the My Trips tab, display the details of a trip by clicking the link at the top right of the screen as follows:
- for a planned trip, click Plans
- for a trip that you’ve started but not completed, click In progress
- for a trip that you’ve completed, click History
Locate the trip in the displayed list.
At the bottom of the details for that trip, click Create an expense report.
On the Import travel screen:
1. (Optional) Change the predefined Expense Report name.
2. (Optional) Change the predefined Cost Centre.
3. (Optional) Add a Comment of up to 500 characters to explain the reason for the expense claim.
4. Click Create.

To add expense items to the report, continue from Completing an Expense Report.

My Selection

If you clicked Add to my selection on the Plan a Trip tab to save a choice without booking it, your choice appears on the My Selection tab:

CrtExpRepFromMySelection

You can create an expense report from this selection by clicking Create an expense report in the menu at the top left of the screen.

To add expense items to the report, continue from Completing an Expense Report.

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