Travel Expenses Setup

To ensure the proper functioning of the travel expenses module, preliminary configuration must be completed, which involves filling in basic dictionary data.

To configure the module:

1. Select the search icon in the upper right corner of the Business Central system, then type Travel Expenses Setup and click the link.
2. Configure the module according to the table below:

Field	Description
Travel Expense series number	Select from the list the series of document numbering for the travel expenses.
Payment method - employee	Create a dedicated payment method for employee travel expensess. This method will be used when creating purchase invoices for expenses related to the travel expenses.
Expense type - diet	Select from the list the code for the expense type indicating the employee's diet. If the value is not on the list, create it using the Expense Types page.
Expense type - accommodation	Select from the list the code for the expense type indicating the flat rate for employee accommodation. If the value is not on the list, create it using the Expense Types page.
Expense type - car	Select from the list the code for the expense type indicating the flat rate for using a private car. If the value is not on the list, create it using the Expense Types page.
Vehicle number - source	Select from the list the data source for company vehicles. There are two options: Asset and Dimension.
Vehicle number - filter	Select from the list the filter that will be used when selecting a vehicle for the travel expenses. If you selected Dimension as the data source for company vehicles, specify the dimension code. If you selected Asset, specify the resource group under which the company vehicles are entered.

Configuration of Other Data

To	Go to
Configure diet rates and accommodation limits	Diet Rates and Accommodation Limits
Configure flat rates for fuel	Mileage Rates
Configure expense types	Expense Types
Configure workflow for travel expenses approval	Workflow