Complete coding for travel request

After completing all mandatory fields in a form and clicking Save, you will be taken to the Coding tab of the Travel Request Details window.

The coding you complete in this window can be allocated later to the transactions you link to the requisition.

To complete the coding for the requisition:

On this window you will see a number of coding segment fields which are specific to the financial chart of accounts for your company. Some or all of the fields may be mandatory and some may have to be used in combination with others. By default, mandatory charge code fields are identified by the icon, however your company may have opted to disable it. To learn which codes are used in combination, contact your internal administrator. You may find that some codes are already populated in these fields. This is due to default codes that either you or your administrator have set up.

1. Enter the required codes by either:
   • Typing the code straight into the field, or
   • Clicking the drop-down arrow beside the field and selecting the code from the list.

     If you have not yet set up a list of favourite codes, select Search from the drop-down list and search for the code.

2. Click Save.
3. In some instances you may be required to enter an accepted variation to the amount of your requisition. To do this, go to the Approval screen and select Tolerance. Here, you can either enter the tolerance amount or a tolerance percentage. If travel costs have increased by the time your request is approved, the approval will cover up to the amount shown in the Total Limit column.