Vergleichsreport

The business-trips report allows With the Business Trip Reports, employees with a supervisor - function, their deputies, or the HR - department have the option to overview see all requested and billed (evaluated) registered and settled business trips within of a department, team etc.

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

In this search mask, business trips can be selected by various criteria. Example:

• From - to date
  Entry of the query period
• Time-based selection
  Depending on the configuration, you can choose whether the query period refers to the time range of the travel travel period (By travel period) or to the date of transfer (By transfer date).
• Status of business tripThe status-field limits the query within certain statusTravel status
  By entering the Travel status field, the display of trips can be restricted to "trips with a certain status". Several statuses can also be selected at the same time; if no status is selected, all business trips within in the selected time- period are displayed:
• DraftRequest draft: All business trips, which were not forewarded for authorisation yet, but all business trip requests that have not yet been forwarded to the supervisor for approval, but only saved as a draft
• AuthorisationRequest approval: 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 travelExamples 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 typePossible selection for travellers or assigned cost units Sorting Possible sortierung for traveller-name or beginning of business
• all business trip requests that have not yet been approved by the supervisor
• Request approved: all business trip requests that have been approved by the supervisor
• Request rejected: all business trip requests that have been rejected by the supervisor
• Expense report draft: all travel expense reports that have not yet been forwarded to the supervisor for approval, but only saved as a draft
• Expense report approval: all travel expense reports that have not yet been approved by the supervisor
• Expense report approved: all travel expense reports that have been approved by the supervisor
• Expense report rejected: all travel expense reports that have been rejected by the supervisor
• Trip canceled: all trips that have been canceled
• Expense report transferred: display of all transferred travel expense reports
• Expense report posted in accounting: display of all travel expense reports that have been posted in financial accounting
• Trip type
  Examples of trip types (type of travel):
• Business trip with per diems
• Business trip without per diems
• Training
• Training with per diems
• International business trip with per diems
• International business trip without per diems
• Logbook
• Filter
  The query can additionally be restricted with the help of various filters, such as filtering by training, a certain amount, travel destination, etc. The corresponding setup of the filters is done by the administrator.
• Selection type
  Possible selection by travelers or by assigned cost center
• Sorting
  Possible sorting by name of the traveler or by start date of the trip

Depending on the configuration, the Display field View additionally lets you can additionally be used to choose between displaying a display of the Travels trips and of the individual Cost cost objects (limited restricted via the field Cost object types field). In this case, the attachments of the displayed travels trips can also be exported together collectively via the ZIP symbolicon.

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

A Clicking further click on the grey gray area "travel accountingTravel expense report" or "travel Travel request" displays respective detailsthe corresponding detail information.