To create a business trips request, click the ‘+’ button and CREATE BUSINESS TRIPS REQUEST.
Select the type of business trip.
Basic data
In this tab you will find the basic data of the request and the issuer. You can also add an informed person in it by pressing the plus people button and selecting a person from the list.
Document details
In this tab you fill in the most important information about the trip itself.
Fill in the departure and return dates of the trip,
then the departure and return times.
Select the purpose of the business trip from the list, or enter it yourself.
Enter the destination of the businesss trip. If you are requesting a foreign business trip, first select the country and then enter the name of the town. If the business trips is to more than one city, repeat the step. If you want to delete a town, press the minus icon on the red background. After entering the city, exit the window by pressing the left arrow.
After entering the destinations, the currency rate section will be automatically displayed. Enter the date of the rate (the date of the rate cannot be marked in the future).
Enter the means of transport. If you choose a company car, select the vehicle from the list. For a private car, enter the necessary data.
If you want to request an advance payment. Select the currency, indicate the date you want the advance, the amount, and how you want the advance. If you want an advance in various currencies, press the ‘+’ button and repeat the steps.
Approval path
In this section, add a decision maker.
Send the finished request for approval.