All approved trips are automatically submitted to the Travel Agent to book trip tickets and fyle the expense to the employee’s name right away.
The requests related to a trip can be seen under the Transport Requests and Hotel Requests tab respectively
Select a trip request and click on ‘Assign to Self’ or ‘Assign to Others’ if there are one or more other Travel Agents.
All the assigned requests are moved to “To Book” tab and the status of the request is “Pending Booking”
Open the transport request by clicking on it and you will find a “Book” button on the top right of the form.
After making the booking, click on the “Book” button to enter the booking details and finish by clicking “Create” to create a booking or "Create and Save Expense" to create an expense behalf of the user.
All the Transport Bookings can be seen under the “Transport Bookings” tab with respective states.
Fyle an expense on behalf of the requestor after the creation of Booking:
After the booking is done, you can create an expense and assign to the employee as shown below.
Navigate to “Transport Bookings” and click on the booking
Click “Create Expense” from the more options on the top right of the form
Few details will be captured automatically and further fill up the required details and click “Save”.
Now the expense will be created and assigned to the respective user, this completes the booking process.
Note: The same process is applicable to the Hotel Requests & Bookings as well.