Tracking Travel Expenses with Company wide code/reason

[claracho]

Is there a way to track flights and hotel to one specific location during specific dates?  If all travel arrangers used the same code "2022 LAX Summit", would I be able to pull an accurate report on how much were expenses?

[KevinD · Accepted solution]

@claracho there are a few ways to do this. Are the travel arrangers using the same code at the time they are booking? 

The best options are to:

1. Have the actual travelers name their reports with the same code. That way you can create a report that shows all the expense reports with this name and see a total by report and a grand total of all the reports with this name. 

2. You could create a custom field for location or something to designate a specific location or event and create a report to run that uses this custom field. 

3. Have all travelers use the Business Purpose field and make sure they enter the same code for these expenses. Then when you are building out your report, you include Purpose as one of the data items. You can then filter this data item to only show the specified code.

There are several options. 

These reports can be built using Cognos. Are you familiar with Cognos reporting.