If you select a travel report in the search, you will enter the editing of the travel report. There you can change some details in the table "Expenses". For example, you can specify there whether breakfast, lunch and/or dinner were included in the accommodation. In addition, you can also indicate whether an overnight stay took place for which the official flat rate for overnight stays should be calculated. Alternatively, an overnight stay can also be stored under if a value other than the official flat rate is desired. In the cash expenses you also enter other costs such as travel expenses and other additional travel costs. In the section, you can store documents such as invoices.

Actions

Recalculate travel data

With the action , you recalculate the complete travel data (travels, travel places and expenses) if, for example, there have been corrections to the outward/return travel times. To do this, you select in a dialogue whether the details regarding breakfast, lunch, dinner and overnight stay (for the individual days) should be retained. Cash expenses and documents will not be changed.

Change period

With the action you adjust the period of the travel report. In this case, the complete travel data is not recalculated, but only the affected period. You can use this action if a trip has not yet been completed but the technician would like to record some details in the travel report in advance. Cash expenses and documents will not be changed.

Approval

The approval must be set before the commercial approval can be set.

Commercial approval

After this approval has been set, the travel report is read-only as it is now released for invoicing.