Name: Creating an Expense Report with Fixed Travel Allowances in the TA Service in SAP Concur
Uploaded: 2023-11-2
Duration: 183 s
Description: A travel allowance is a payment that is made to you to cover expenses when you travel for work. When you create your expense report you can select if you want to claim a travel allowance. This video shows you step-by-step instructions on how to create an expense report with a fixed travel allowance.

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<div>A travel allowance is a payment that is made to you to cover expenses when you travel for work. When you create your expense report you can select if you want to claim a travel allowance. This video shows you step-by-step instructions on how to create an expense report with a fixed travel allowance.<p></p> </div>

Creating an Expense Report with Fixed Travel Allowances in the TA Service in SAP Concur

Creating an Expense Report with Fixed Travel Allowances in the TA Service Travel Allowances can apply to meals or lodging expenses. With fixed travel allowances, your company reimburses you the fixed rate, no matter how much you actually spent. On the Create New Report screen, complete the required fields (designated with a red asterisk), and the optional fields as directed by your company, and then select Next. On the Itinerary page, select the locations and dates and times of your travel. Select Add Destination to add multiple segments to your trip. This information determines which travel allowance rates will be applied to your expense report. Select the Detailed Itinerary check box to enter the Arrival and Departure date and time for your destination. For example, when arriving the day after departure or if your organization requires this additional information. After you enter your trip itinerary details, select Next. You will see a list of allowances for this trip based on your travel itinerary and your company's policy. Because these are fixed travel allowances, you will receive a fixed reimbursement amount. On the Adjustments screen, you can make adjustments to reduce your specific travel allowances. Select the Exclude Day check boxes for any day that you were on a personal leave. In this example, you were not on a personal leave for any day of your trip. Next, select the Overnight check boxes to claim an additional overnight allowance supplement for when staying with friends or family, usually for the purpose of purchasing a gift for the host. Select the Breakfast, Lunch, or Dinner check boxes for any meals that were provided to you free of charge. For example, when a meal is purchased by a customer or colleague or included as part of your hotel stay. To see how your selections are deducted from each day's expense allowance, select the View dropdown arrow, and then to review your reimbursement details for each day of your trip, select Reimbursement Details. You can view the details for your meals and lodging daily allowances based on your adjustment selections. The deductions for any free meals are shown and then subtracted to show the calculated amount for each of your daily allowances. You can also view the reimbursable amount for each day of the trip as well as the total amount to be reimbursed to you for the entire trip. After you are finished with all your adjustments, select Finish. Your daily allowances are shown for each of your expense entries. You can also see the requested amounts for each day of your trip. Enter any additional expenses and then submit the report when you are ready.