Step 1
From the side menu, select Add Settlement tab.
Step 2
To create a new settlement, complete the form. Leave the ‘Related document’s number’ field blank.
If the trip you want to settle was a trip abroad, change the ‘Trip type’ field from domestic to foreign. An additional field will appear, which should be completed with vehicle data and crossing times.
An employee’s length of stay abroad is counted when the trip is made using public transportation:
land – from the moment of crossing the country border on the way abroad, to the moment of crossing the country border on the way back to the country
airplane – from the moment of taking off the plane on the way abroad from the last airport in the country, until the landing of the plane on the way back at the first airport in the country
sea trip – from the moment the ship (ferry) leaves the domestic port until the ship (ferry) enters the domestic port.
Step 3
If the delegation details are correct, select the ‘Settle Business Trip Costs’ button.
Step 4
The next step is to settle the journey with a car (private or business) – fill in the mileage and confirm it with the ‘+’ button. The system will automatically assign a refund rate for 1 km of mileage. If you used a different means of transport during your delegation, leave this space blank.
Step 5
Settle other delegation costs by showing invoices, bills, tickets and other documents that entitle you to reimbursement of costs incurred. Accept each new item with the ‘+’ button. If you prefer to settle a lump sum, you can leave these lines blank.
Step 6
If your employer provides you with full or half board during your trip, complete the next item on the form. If the employer does not provide food during the trip, this should also be noted.
Step 7
You can attach scans of documents (bills, invoices, tickets) using the form at the end of the document.
If you want to come back to trip settlement later, select ‘Save’ to complete it. If you have completed all the data, select the ‘Submit to approve’ button, which ends the billing phase by the employee.
