Travel and Expense Landing

The Travel and Expense landing page provides carousels that allow you to perform the following functions for the selected traveler:

The Travel and Expense landing page is initially filtered based on the user ID of the logged in user. If a user has access to view information for other travelers, then the Change Employee

icon should be selected. This action transitions you to the Search Traveler page, which allows you to search for and select a traveler to view on the Travel and Expense landing page. Select the Employee ID hyperlink for the traveler to return to the Travel and Expense landing page.

Upcoming Trips

The Upcoming Trips carousel tile displays any upcoming trips (that is, Travel Authorizations for which the trip’s start is today or a future date) for the selected traveler.

You can perform the following functions from the row-level menu:

View - Opens the Travel Authorization in view-only mode.
Edit - Allows you to edit the Travel Authorization via a wizard.
Copy - Creates a copy of the Travel Authorization and allows you to make changes via a three-step wizard before submitting.

Travel Authorizations

The Travel Authorizations carousel tile displays all Travel Authorizations for the selected traveler. You can enter search criteria to narrow the search results. The Create Authorization action allows you to create a new Travel Authorization via a three-step wizard.

You can perform the following functions from the row-level menu:

View - Opens the Travel Authorization in view-only mode.
Edit - Allows you to edit the Travel Authorization via a three-step wizard.
Copy - Creates a copy of the Travel Authorization and allows you to make changes via a three-step wizard before submitting.
Create Expense Report - Allows you to create a Travel Expense Report for the selected Travel Authorization via a three-step wizard.

Refer to the "Travel Authorization Wizard" topic for more information.

Expense Reports

The Expense Reports carousel tile displays all Expense Reports for the selected traveler. You can enter search criteria to narrow the search results. The Create Expense Report action allows you to create a new Travel Expense Report via a three-step wizard.

You can perform the following functions from the row-level menu:

View - Opens the Travel Expense Report in view-only mode.
Edit - Allows you to edit the Travel Expense Report via a three-step wizard.
Copy - Creates a copy of the Travel Expense Report and allows you to make changes via a three-step wizard before submitting.

Refer to the "Travel Expense Report Wizard" topic for more information.

Travel and Expense Landing

Upcoming Trips

Travel Authorizations

Expense Reports

Pending Payments