How it works
- The employee asks under My space › My travel (or in the app): purpose, from, to, dates, how, hotel, estimated cost and an advance.
- It goes to the manager, then HR (the Travel request approval flow, set in Settings › Approval flows).
- Expenses › Travel requests › Pay advance: bank or cash, date and reference.
- After the trip the employee claims the expenses in My expenses and chooses the trip.
- Settle: the claims are paid as usual; the advance is taken back from a salary month or recorded as returned in cash.
Frequently asked questions
Can a trip be cancelled?
Yes, by the employee while it waits for approval or is approved, until the advance is paid or a claim names it.