ProjectManagement for Consulting and Software Companies > Project Management > Travel Expenses

 

ProjectManagement assists users in creating detailed travel expenses, normally a time-consuming process for the accounting department. Travel expenses are recorded in the Web Client or the standard system by the employees or by specifically authorised users. Costs can either be charged to the customer or can only be accounted for internally by the employee.
Travel Expenses
Travel Expenses CategoriesPartner Product Available
Enables users to define different TE categories, such as costs, mileage allowance, accommodation, sales allowance etc. The internal G/L account, tax codes and sales item for each category have to be assigned.
 
Travel Expenses WizardPartner Product Available
This useful wizard enables the user to record his travel expenses with respect to the project phase. Multiple currencies can be selected. If the entry has been made on the basis of a service that has been recorded before, the corresponding fields will be initialised with the data that is linked to the respective service.
 
Travel Expenses AccountingPartner Product Available

This wizard shows the user all the travel expenses that have not been invoiced. Having selected the travel expenses, the user can start the accounting process. A travel accounting document with a clear document number is generated automatically for the accounting.
 
Invoicing to CustomerPartner Product Available

If agreed by contract, travel expenses can also be charged directly to the customer.
 
Travel Expenses Transfer WizardPartner Product Available

Assists the accountant in selecting the employees' accounting documents generated by the system and which have not been transferred to the financial accounting. The stored accounting events are generated according to the G/L accounts and are posted after confirmation.
 
Entry by AccountantPartner Product Available

Provides the user the opportunity to change incorrect or incomplete entries by the employees or to enter missing travel expenses.
 
Travel Expenses ReportPartner Product Available

The comprehensive travel expenses reporting options make relevant information readily available. Reports that show, for example, travel expenses by project, employee or travel category etc. are visible at the touch of a button.

 
SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus