Travel reimbursement - actuals meal

[shreekarra]

Hi,

Some employees in our company have a different policy for meal reimbursement. They can submit their actual expenses for breakfast, lunch and dinner each day. I would like the system to allow them to enter the amount of their expenses in the same table as the allowance, but without a predefined limit. This way, they can claim their actuals without any hassle.

[KevinD · Accepted solution]

@shreekarra if you are asking if these employees can enter their meal amounts on the Itinerary/Meal Allowances screen, that isn't possible. However, they can bypass the Travel Allowance screen and enter these meals on their report. When they create a new report, they should be asked if they want to report Travel Allowances, they can simply select No, then skip to the report. All others would select Yes on the Report Header screen when asked if they want to report Travel Allowances.

You would just need to educate these users on what to do and then educate all others not to use the Breakfast, Lunch and Dinner expense types.

[KevinD · Accepted solution]

@shreekarra if you are asking if these employees can enter their meal amounts on the Itinerary/Meal Allowances screen, that isn't possible. However, they can bypass the Travel Allowance screen and enter these meals on their report. When they create a new report, they should be asked if they want to report Travel Allowances, they can simply select No, then skip to the report. All others would select Yes on the Report Header screen when asked if they want to report Travel Allowances.

You would just need to educate these users on what to do and then educate all others not to use the Breakfast, Lunch and Dinner expense types.

[shreekarra]

Hey @KevinD thanks for your quick reply. I understand the bypassing of Travel Allowance screen for actual expenses capture. I think I should rephrase my question.

I mean to ask if the actual expenses in the designated screen could be configured to give the same experience as the Travel Allowance screen (i.e., some sought of grid style entry for a number of expenses to capture in a single go; assume a Date/Expense Type/Purpose/Amount/Attachment link, etc. columns to it).

Just thinking to make the UX more friendly to our users. Is that possible?

[KevinD · Accepted solution]

@shreekarra we used to have something similar to what you are asking for, but the usage was so low, we removed it when updated our UI.

[shreekarra]

Can we do something similar now?