The approved request can be found in the tab FOR SETTLEMENT. To settle the trip, click on the selected document.
Then switch to the DOCUMENT DETAILS tab and enable EDIT MODE.
If necessary, you can add a city and means of transport by clicking on the “+” next to the section name or delete by clicking on the “-” next to the item you want to remove.
If the means of transport is a private car, mileage records have to be settled.
You can read more about the settlement of vehicle mileage in the article: Mileage of the vehicle
You can correct the purpose of the trip by typing the correct purpose in the box.
The planned date, is the start and end date, which was stated in the trip request. The actual date displays the information completed in the DEPARTURE TIME section.
In the DEPARTURE TIME section, fill in the actual trip plan.
In the fields with the green arrow, enter the starting town of each stage and the date and time.
If the means of transportation indicated in the business trip request, requires the place and time of crossing the border (e.g., company car, private car, etc.). In this case, an additional line will appear (marked with a red arrow) in which enter the date, time and place of crossing the border.
NOTE: In a situation, transit or stopover in a transit country, the allowance is calculated according to the rates of the destination country. In such a situation, when inputting the date and time of entry into the destination country, enter the date and time of entry into the transit country.
In the fields marked with a blue arrow, add the destination and the date and time of arrival.
If necessary, you can adjust the advance payment by adding a new item by clicking “+”, delete by clicking “- ” next to the item, or change its value, payment method and the payment date.
The last step of settling the business trip is cost calculation.
Click the “+” button next to the name of the COST CALCULATION section to define what types of cost are to be settled.
Select the appropriate items in the list.
For detailed information on costing, see the article: Records of business trip costs
The settlement updates in the tables:
