With the quick creation of travel invoices, daily allowances and mileage compensations can be easily and quickly made. However, quick creation does not allow for the creation of cost compensations.
Before the quick creation of the travel invoice, the purpose of the trip must be provided on the main form of the travel invoice. If the user is creating their first travel invoice, they must also select the applicable approval process on the main form of the travel invoice, after which they can proceed to the quick creation of the travel invoice. We recommend using the quick creation of the travel invoice when the user has already created travel invoices previously. This way, the quick creation automatically recognizes the default approval process to be used.
- Go to the Travel Invoices view
- Click the New Travel Invoice button
- Click the Quick Creation button in the pop-up window
- Complete the trip details and save the information with the Save button.
After the quick creation of the travel invoice, you will return to the basic view of the invoice. Complete the details as you would in a normal creation of a travel invoice.
Purpose of the travel
In quick creation, a trip purpose different from the main form can be provided. When you write the purpose of the trip in the designated field, the purpose will be displayed as the title of the lines in the travel invoice. The purpose of the travel is also visible in the Archive in the search functions of the travel invoice line. The comment field is mandatory information.
Days
Select the start and end dates of the trip by clicking the calendar in the fields or enter them manually in the respective fields.
Clock (time)
Select the start and end times of the trip by clicking the clock icon in the fields or enter the times in the respective fields.
Country
Select the country to which the daily allowances apply from the drop-down menu. The default is Finland.
Fill Meals
By clicking the checkbox in the field, the number of free meals will be automatically filled based on the given days and times. This information can be edited after the lines are created. When the checkbox is empty, meals must be entered manually.
Route
Write the route of the trip in the designated field, e.g., Lahti – Helsinki – Lahti.
Kilometers
Enter the kilometers accumulated during the trip.
Number of Additional Passengers
Enter the number of additional passengers who were in your vehicle. If the additional passengers joined the trip at different points along the route, separate lines can be made for the additional passengers. The default value for the field is zero. Move to the additional passengers' name field using the tab key.
Names of Additional Passengers
When the number of additional passengers is 1 or more, a new field will appear on the travel invoice by clicking the Tab key; Names of Additional Passengers. Enter the names of the individuals who were in the vehicle (separate with a comma).
Vehicle
Select the vehicle used (drop-down menu). The default is Own car.
Save the information with the Save button. The provided information will create both daily allowance and mileage compensation lines on the travel invoice.