Processing Travel Claims

Location: Travel and Expense Claims > Process Travel Claims

In the Process Travel Claims screen, you can view all the travel and expense claims in the application, including invoices that were saved incomplete and have an Incomplete status. Archived travel claims can no longer be processed on the Process Travel Claim screen, however, they can be searched for via the archive search.

The user will be able to see all the travel claims in the application in his/her Process Travel Claims screen, if his/her user profile allows Process Travel Claim Processing, All. If the user profile allows only Process Travel Claims he/she will be able to see only his/her own travel claims in Process Travel Claims.

Select status of the claim in the Status drop-down list:

Incomplete: invoices that are awaiting completion of data.
Saved: invoices that are incomplete or not started in workflow.
Note: Rejected or Waiting invoices are not shown for the Saved status.
Rejected: rejected invoices.
Waiting: waiting invoices.
Removed: invoices that have been removed after saving. Deleted invoices will remain in the application for two months after deletion, after which they are deleted for good.
Processed: invoices that have been approved by processors of all workflow steps.
Transferred: invoices that have been transferred to the payment system.
All: all invoices.
Note: Purchase invoices that await data completion and deleted invoices are only shown by selecting Incomplete or Removed as the status.

Claim Type function enables viewing of domestic travel claims, foreign travel claims or expense claims. By selecting All all travel claims are displayed regardless of type.