Business-trips Report

The business-trips report allows employees with supervisor-function or the HR-department to overview all requested and billed (evaluated) business trips within a department, team etc.

This search fields-example helps to search for business trips with different criteria:

• Date from - to
  Enter the time period for query
• Date selection
  Depending on the configuration you can choose whether the query period refers to the time range of the travel or to the transfer date.
• Status of business trip
  The status-field limits the query within certain status. Several statuses can be selected at the same time; if no status is selected, all business trips within the selected time-period are displayed:
• Draft: All business trips, which were not forewarded for authorisation yet, but saved as a draft
• Authorisation: All business trips, which are not authorised yet
• Request authorised: All business trips , already authorised by a supervisor
• Request denied: All business trips denied by a supervisor
• Accounting draft: All accountings of business trips saved as draft, not yet forwarded for authorisation
• Accounting authorisation: Alle accountings of business trips, waiting for authorisation by a supervisor
• Accounting authorised: All accountings of business trips, already authorised by a supervisor
• Accounting denied: All denied accountings of business trips
• Cancelled trips: All business trips, which have been cancelled
• Accounting transferred: Display of all transferred business trips accountings
• Accounting booked in financial accounting: Display of all business trip accountings booked in the financial accounting system
• Type of travel
  Examples for possible types of travels:
• business trip with / without daily allowances
• training with / without daily allowances
• business trips abroad with / without daily allowances
• vehicle/drivers log
• travel folder
• Filter
  Several possible filter allow additional limitation of the query, e.g. filtering for training, for certain amounts, travel destination etc.
• Selection type
  Possible selection for travellers or assigned cost units
• Sorting
  Possible sortierung for traveller-name or beginning of business trip

Depending on the configuration, the field View additionally lets you choose between displaying the Travels and the individual Cost objects (limited via the field Cost object types). In this case, the attachments of the displayed travels can also be exported together via the ZIP symbol.

Detailed view: A click on the editing-symbol (pencil) brings you to a detailed travel-information.

A further click on the grey area "travel accounting" or "travel request" displays respective details.