Adding a travel type
To add a travel type:
- Click the Data tab.
- Select Travel Type and click Show Tab. The Travel Type screen is displayed.
- Click New. The Search for Travel Type/New Travel Type screen is displayed.
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Specify this information in the Primary Information panel:
- Name
- The name for the travel type.
- Travel Category
- The category of travel.
- Expense Type
- The type of expense.
- Status
- 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.
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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.
- Taxable
- Indicates whether the travel type is taxable.
- Instructions
- The specific instructions for the travel type.
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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.
- Click Add in the Membership section, if required, and add the data groups.
- Specify the available purposes and service class details in the Field Population tab.
- Click Add to add a new purposes and service class.
- Click Save to add a travel type and save the data.