Using this feature allows you to control the amount users can claim for specific Categories on a trip to meet business rules. For example, the amount of subsistence a user can claim is determined by the time they are away.
Important: You must have Administrator permission to set up and switch on the Trips feature.
How to set up:
- Go to Setup>Settings. Tick box Enable Trips
Note: System updates made by switching on Trips:
Administrator Permissions updates:
A new Setup option will be displayed for Subsistence Rates
An additional tick box is displayed on Categories to Enable Subsistence Rates.
Finance Permissions updates:
In Accounting – a new tab will be displayed for Subsistence Reporting
User updates:
From Expenses, a new button will be displayed New Trips (Web only)
When making a claim the Trip drop-down option will always be displayed. It does not need to be used unless the Category being selected requires it. The user will get a warning message when Saving if a Trip is required.