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business:release_5_0_0400_travelreimbursements
NEW: Travel Reimbursement Requests
The new Travel Reimbursement Requests feature allows employees to request reimbursement of mileage, lodging, meals, and incidentals stemming from official business travel. This features offers a summary/detailed view of travel reimbursement requests and allows for a customized approval path to ensure timely reimbursement payments.
District Administration > Maintenance > User Profiles > Accounts
❏ Added the TRAVEL check box to the list of processes. If Travel is selected, the Travel Request application is displayed under APPS on the User Accounts Validation Report next to the associated account code(s).
❏ Removed the Account Description column.
❏ Removed the Refresh Description link as it is no longer applicable.
District Administration > Maintenance > User Profiles > Permissions
❏ Added the Travel Global Approver check box to the Finance section allowing users to view all travel reimbursement records.
District Administration > Workflow > First Approver
❏ Added the Travel Reimbursement option to the Workflow drop down allowing first approvers to be added for employee travel reimbursement requests at each campus/department.
District Administration > Workflow > Approval Path
❏ Added the Travel Reimbursement option to the Workflow drop down allowing an approval path (i.e., a sequence or hierarchy of approvers) to be set for employee travel reimbursement requests.
District Administration > Workflow > Approval Rules
❏ Added the Travel Reimbursement option to the Workflow drop down allowing account code rules to be set for each approver in the approval path except the first approver.
District Administration > Workflow > Alternate Approvers
❏ Added the Travel Reimbursement option to the Workflow drop down allowing alternate approvers to be assigned to other approvers who are unable to perform their assigned approval duties during a specified timeframe for employee travel reimbursement requests.
District Administration > Utilities > Assign Travel Accounts
❏ Added this page to mass assign account codes by campus ID and department code (optional) for travel reimbursement requests.
District Administration > Reports > User Profile Report
❏ Modified the report to include the new Finance Travel Global Approver check box.
Finance > Tables > District Finance Options 2
❏ Added this page to define the appropriate parameters to be used for travel reimbursement requests.
Finance > Tables > Travel > Locations
❏ Added this tab to maintain a list of predefined travel location details to be used for travel reimbursement requests.
Finance > Tables > Travel > Distances
❏ Added this tab to maintain a list of distances (in miles) between predefined to/from travel locations to be used for travel reimbursement requests.
Finance > Maintenance > Vendor Information > Vendor Miscellaneous
❏ Added the Copy from Payroll button to copy the employee’s bank information from the Payroll > Maintenance > Staff Job/Pay Data > Pay Info record.
Personnel > Maintenance > Staff Demo > Demographic Information
❏ Added the Travel Commute Distance field to indicate the number of miles between the employee's home and assigned work location.
business/release_5_0_0400_travelreimbursements.txt · Last modified: 2021/05/28 19:59 by emoreno