Travel  Expense Automation in SAP

Travel Expense Automation in SAP PowerPoint PPT Presentation


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Travel Expense Automation in SAP

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1. Travel & Expense Automation in SAP

2. Advantages to Automated Travel Fast mileage reimbursement. Approval with electronic signature. SAP submission. Turnaround time cut in half. FAST

3. Travel Overview The Travel & Expense Automation procedure in SAP allows travel requests and trip expense statements to be created in SAP. These SAP documents are linked directly to the financial & human resource modules.

4. Travel Roles Creator: Traveler – Create own trips-SAP/ESS Travel Coordinator – Create own trips and trips for others Travel Approver: Approve travel related requests Accounting: Audit Expense Reports and submit for payment

5. Seven Step Process Travel Request Created Travel Request Approved Trip Completed Trip Expense Report Created Trip Expense Report Approved Audit by Accounting Payment Issued

6. Travel Request The traveler or travel coordinator creates a Travel Request in SAP/ESS. Once the request is completed, it is submitted to the designated travel approver for approval.

7. Travel Request Approved The travel approver receives an e-mail with four processing options: Approve Reject Return for Changes Delegate Approval The traveler and/or coordinator receives an e-mail notifying them of the status of the request after the approver acts upon it.

8. Trip Completed The traveler completes the trip.

9. Trip Expense Created The traveler or coordinator creates a Trip Expense Statement in SAP/ESS. When the statement is completed, it is submitted to the designated travel approver for approval.

10. Trip Expense Approved The travel approver receives an e-mail requesting approval. Once approved, the traveler and/or coordinator receives an e-mail notifying them of the status of the expense statement.

11. NOTE: Complete and thorough reviews of reimbursement expenses must be made to ensure that they are reasonable, necessary, and relate to a business purpose for UNL.

12. Audited by Accounting Once the Trip Expense Statement passes audit with Accounting/AP, it is submitted for payment.

13. Payment Issued

14. Travel Process Overview

15. Travel Policies and Procedures We still follow the current travel policies Receipts are required Scanned attachments Original receipts

16. Electronic Signatures Electronic signatures are valid for travel expense statements. I Accept Return for Changes

18. Traveler Notification

20.

21. Mileage Workflow will now automatically settle approved TRIP Expense Statements for mileage only.

22. Remember! Fast mileage reimbursement. Approval with electronic signature. SAP submission. Turnaround time cut in half. FAST

23. Questions?

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