Travel and Expenses – Overview

Travel and Expenses in Simployer makes it easy to register, approve, manage and export travel claims and expenses.

This article provides an overview of the module's main features and links to detailed guides for the different tasks.

Getting started

If you are setting up the Travel and Expenses module for the first time, we recommend following the articles in the order listed below.

Configuration

Before using the module, the required configuration must be completed.

• Create payroll types
• Create cost carriers
• Create expense types
• Link payroll types to expense types
• Custom rates
• Custom allowances

Daily use

Here you will find guides for registering travel claims and expenses.

• Register a travel claim
• Register an expense

Approval

Learn more about the approval process and how approved travel claims and expenses are managed.

• Travel and expense statuses
• Reopen an approved travel claim or expense

Export

Once travel claims and expenses have been approved, they can be exported to your payroll system.

• Export travel claims and expenses
• Common export issues

Roles

Learn more about the roles used in the Travel and Expenses module.

• Roles in Travel and Expenses

Reports

Here you will find articles about the available reports and how to use them.

Need help?

If you cannot find what you are looking for or need assistance with setting up or using the Travel and Expenses module, please contact Simployer Support at support@simployer.com.