Where it usually breaks
And how to keep it from happening.
- A flown leg is edited to look as if it was never booked.
- A compensating rebooking is made without approval.
- The original reference is lost, so finance cannot match the change.
- Travel Expense Optimizer
- Process
- Correction of approved scope
Correction of approved scope
Cancel what has not been used and compensate what has, with an approver's decision and the full history kept.
Step by step
-
Request the correction Travel Coordinator
Travel Coordinator requests a correction of an approved or confirmed trip and states the reason.
- Correction requested
- Updates Bookings
-
Separate used from unused Travel Coordinator
Legs and nights not yet used are separated from those already used.
- Executed and unexecuted scope identified
- Updates Bookings, Booking resources, Operation receipts
-
Cancel unused scope Travel Coordinator
Unused scope is cancelled and its reserved units released.
- Units released
- Updates Booking resources, Bookings
-
Compensate used scope Travel Approver
Used scope is never edited. The coordinator prepares a compensating action carrying the original reference, and a Travel Approver approves it.
- Compensating action approved
- Updates Review decisions, Bookings
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Travel Coordinator
- , Travel Approver, Payments Analyst.
Set up Travel Expense Optimizer your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.