Travel Management

Total Requests
0
Pending Approval
0
Predictive Chart
0 selected
ID
Requested For
Type
Trip Per Diem
Accom. Status
Created Date
0 selected
ID Requester Travelers Per Diem Accom. Total Approved Status
New International Travel Order
Select an approved international travel request to load all of its fields.
0 selected
Order ID
Origin
Destination
Vehicle
Departure
Return
Status
Created Date

Report Templates

No saved report models yet. Click + New Report to configure and save one.

Report Builder

Report Details

Data Sources

Charts
Table Columns
Charts
Table Columns
Report Preview
Configure options on the left, then click
Generate PDF to create your report

Access Control

Who can view all requests, and access the Travel Orders and Settings tabs
Access Control
User Email Job Title View All Requests ITR Tab Travel Orders Tab Approval Buttons Release Requests Edit Submitted Batch Actions Order Batch Actions Settings Tab Actions
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Approval Stamp

Stamp shown on travel order details and approved requests
Approval Stamp

Choose the stamp displayed on the travel order details (A4 page) and approved travel requests. Stamps are created in Profile → Security → Stamps.

No stamp selected

Travel and Accommodation Policy

Text shown below the Approval Flow on the travel order A4 page
Travel and Accommodation Policy

Dropdown Options

Origin / Destination list used by the Create Travel Request modal
Dropdown Options
Origin / Destination Options

Used for both Origin and Destination fields in the Create Travel Request modal.

Per Diem Rates

Daily per diem amount and currency for national and international travel
Per Diem Rates
National Trip
International Trip

Approval Flow Settings

Configure the approval levels for travel requests and travel orders
Approval Flow Settings

Per Diem Finance

Link travel per diems to the Finance environment (GL account, category, payment source)
Per Diem Finance
Category written on the expense record (shown in the Expenses module and Finance reports)
GL account used for per diem expenses, from finance.html's Chart of Accounts
How this links to Finance: per diems posted with these settings create records in the company Expenses store (Supply Chain → Expenses tab). With “Accounts Payable”, the amounts feed the finance.html Accounts Payable KPI and Income Statement — the same mechanism as the Hotel Expense Finance settings.
Timestamp User Action Details Target
Click Load to fetch entries.
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Archives

Approved, cancelled and declined travel requests older than 15 days (auto-archived from Travel and Accommodation) and deleted travel orders. Restore to bring an item back to its active list.

Completed Travel Requests (15+ Days Old)

ID Requester Type Destination Status Completed Archived Action
Click Refresh to load archives.

Deleted Travel Orders

Order ID Origin Destination Departure Status Deleted Deleted By Action
Click Refresh to load archives.

Deleted Travel Requests

Travel requests deleted from the Travel and Accommodation tab. Restore to bring a request back to the active list.

ID Requester Type Destination Status Deleted Deleted By Action
Click Refresh to load deleted requests.