Edit travel folder

General information

This chapter describes how to add settlements to a travel folder that has already been created.This can be done in two ways.

1) Directly after creating a travel folder

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As already shown at the end of the chapter New travel folder , after saving the travel folder the user gets to the view shown in the screenshot. If the user now clicks on Add accounting, he will be forwarded to the business travel accounting assistant. 

Add Business Trip Expenses

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A detailed description of the accounting assistant can be found in the chapter Business trip expense accounting. 

After completion of the accounting, by clicking on Save & Close, it is automatically added to the travel folder:

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2) Subsequently via the menu item Workflow - open tasks 

Saved travel folders can be accessed later via Workflow - Open Tasks. 

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From here, the user can return to the Business Trip Accounting Assistant by selecting Edit KorrekturClient_Edit in the Action(s) column. From there it continues as described under point 1).

Further he has the following possibilities here:

  • Open the details for the request, where the travel folder also appears again.
  • Forward the request to the supervisor for approval. 
  • Cancel the request and delete the trip folder.
  • Call the Travel Accounting Assistant again to further edit the travel folder.
  • Add comments / descriptions to the folder or print the folder.

In the Activity column, the user can always follow the status of his or her travel folder.

As long as the travel folder has not yet been forwarded for approval, the Fill Travel Expenses column contains the activity.  

If the travel folder was forwarded by clicking on Forward, approval is displayed until it has been approved or rejected by the superior.

Notice this : If one travel expense report does not find approval in the travel folder, the superior must reject the entire travel folder. In this case, the entire folder is returned to the employee, where appropriate corrections are made, or where the entire folder can be canceled. 

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