Adding a note to a travel plan

To provide additional information about the travel plan, you can add a note to a document or the line item of the document.

  1. Click a travel plan document on the Infor Expense Management home page. The document details are displayed.
  2. Click the Notes tab. The notes associated with the travel plan are displayed.
  3. Click Add Note. The Add Note page is displayed.
  4. Specify the information related to the travel plan.
  5. Click Save.

    To review or add notes to a travel plan line item:

    1. Click a travel plan line item on the Items tab. The line item details are displayed.
    2. Specify the information related to the travel plan line item in the Notes section.
    3. Click Save.