Adding a travel type

To add a travel type:

  1. Click the Data tab.
  2. Select Travel Type and click Show Tab. The Travel Type screen is displayed.
  3. Click New. The Search for Travel Type/New Travel Type screen is displayed.
  4. Specify this information in the Primary Information panel:
    The name for the travel type.
    Travel Category
    The category of travel.
    Expense Type
    The type of expense.
    The status of the travel type. The status can be Active or Inactive.
    External Key
    A unique external ID of the travel type, if required.
  5. Specify this information in the Additional Information panel:
    Daily Rate
    If this check box is selected, the daily rate is applicable.
    Includes Last day
    Indicates whether the last day of your travel is included in the travel type.
    Indicates whether the travel type is taxable.
    The specific instructions for the travel type.
  6. Specify this information in the Per Diem panel:
    Per Diem Name
    The per diem type for the travel item. Refer 'Adding a per diem type'.
    Per Diem Subtype
    A per diem subtype for the travel item.
    Default Amount
    The default amount for the travel item and the currency type.
    Default Currency
    The amount/currency to use when no pre-defined rate is found.
  7. Click Add in the Membership section, if required, and add the data groups.
  8. Specify the available purposes and service class details in the Field Population tab.
  9. Click Add to add a new purposes and service class.
  10. Click Save to add a travel type and save the data.