Browse trips
With the Browse trips, we can check travel orders for one or more selected companies or Databases. The Browse trips are accessed via the Personnel | Travel Management module within Accounting Dashboard.
The form is devided into several parts described below.
In the Filters section, we enter selected parameters based on which we want to browse Travel Orders (trips) for employees in the selected company or Database.
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Document Type
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We determine the Document Type to which the travel orders are linked. In our example, we select the Document Type 700 Travel orders from the drop-down list.
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Date from/to
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In terms of time, we define the period for which we want to review travel orders for the employees of the selected company or Database.
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Calculation from/to
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We use the term to define the period in which the travel orders for the employees of the selected company or Database were calculated.
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Tolerance
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Tolerance helps sort payouts by amount. If the value input to the Tolerance field is 1000, then once we hit filter, the results shown in the List of travel orders will be all the travel orders that have payouts higher than 1000.
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Approved
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With this switch, we select travel orders for the selected company or Database that have already been approved by the responsible person who is superior to the owner of the travel order.
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Confirmed
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With this switch, we select travel orders for the selected company or Database that have already been confirmed by the responsible person in the company.
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(Filter)
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Once you have entered all the desired criteria, confirm your selection by clicking on the Filter button. The program will provide a List of travel orders that meet the criteria in the table
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The List of travel orders is created according to the criteria we have entered. It enables us to check existing travel orders for the selected company or Database using the fields below:
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Company
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The name of the company for which we check travel orders acording to criterias set in Filters.
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Database
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The name of the Database for which we check travel orders acording to criterias set in Filters.
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Key
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Number of the Travel order. When we double click on the Key we can drill down and open the adeqate Travel order in the particular Database.
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Employee
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Name and surname of Employee for whom the Travel Order was created.
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Currency
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The Currency of the Travel order document.
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Date
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Date of Travel order creation.
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Value
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Total Value of travel orders.
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Paid
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Already paid amount for travel orders.
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Refund
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Advance payment refund.
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Payout
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Amount for travel order payment.
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