Travel Related Expense

Travel related expenses require additional information describing dates and purposes.
  1. Complete steps 1 - 8 in Submit Expense for Worker.
  2. Select the Travel Related check box.
  3. Click .
  4. In the Trip Info section, enter the following information:
    • Duration - The number of days traveled.
    • Destination - Enter the final destination.
    • Business Purpose - Enter the reason for the travel.
    • First Day of Travel - Enter the first day of travel.
  5. Click .
  6. In the Submission List section, enter the following:
    • Day/Date - First day of travel (automatically populated from the previous page). You can modify this date as necessary.
    • Category - Select the expense category.
      • Auto - Select the type and enter a free text name.
      • Auto Mileage - Enter the mileage, the starting point (From), the final destination, and any second destination.
      • Auto Repair - Select the type and enter a free text name.
      • Communications - Select a type and a frequency.
      • Entertainment - Enter the who, what, where, and why.
      • Lodging - Enter the name, the billing state, and the city.
      • Meals - Select the type of meal, and where it was consumed.
      • Travel Fare - Select the type of fare, the starting point (From), the final destination, and any second destination.
    • Purpose - The business purpose (automatically populates from the previous page). You can modify this field as necessary.
    • Amount - In the Receipt field, enter the total amount on the receipt. In the Pay field, enter the actual amount paid for the expense.
    • Rcpt - Select the check box if you are attaching a receipt.
    • - Click to add a receipt (file) to the billing.
  7. Click .