What each person does from the request through the settlement.
I request the trip, and I close it when I am back.
I draft a mission with a purpose, a justification, a type, domestic or international travel, dates, an expected cost, a currency, and a priority. For an international trip I add the country and the city. I submit it, or I cancel it.
I add flights, hotels, and other transport, plus a visa, a passport, insurance, an emergency contact, and a travel agency.
I ask for a cash advance with an amount and a reason. I submit it, or I delete it while it is still a draft.
I add expense lines with a category, a description, a date, an amount, tax, a payment method, and a receipt. I submit the claim, and I can explain an exception. I delete it while it is still a draft.
When it is approved, I mark it in progress and then completed. I reschedule the dates, or I extend the end date.
I see my direct reports' trips, and I decide the ones that are waiting.
I see the missions of my direct reports.
I approve or reject their mission, their cash advance, and their expense claim at the current stage.
I see every mission, I approve what is waiting, and I keep the travel policy.
I see every mission and I export the list. I can file a mission for someone else.
I approve or reject a mission, an advance, or a claim that is waiting.
I write a travel policy with a name in the supported languages, a meal limit, a priority, and an approval mode of one level, two levels, or HR only. I match it to a mission type. I activate it or I turn it off.
I reopen a closed mission. I override a leave that overlaps the trip.
I pay the advance, and I settle what is left.
I mark a cash advance as paid.
I open the settlement. I record what the company pays, what the employee returns, and a write-off with a reason. I close it when nothing is outstanding.
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