Managing Travel Costs and Expenses

In ADITO xRM, travel costs and expenses can be recorded in a structured way and submitted for reimbursement.

Creating a Settlement	→	Recording Trips	→	Recording Receipts	→	Checking the Settlement for Completeness	→	Submitting the Settlement	→	Checking the Settlement for Correctness and Finalizing	→	Viewing Settlements

The process begins with creating a new settlement. All trips of the billing period can be recorded in the settlement with destination, timeframe, and further details. In addition, receipts incurred during the trip can be uploaded, along with the receipt type, amount, and further details. It is recommended to review the recorded trips and receipts as well as the expected payout amount before the settlement is submitted for review. The responsible person checks the settlement for correctness and either returns it to the creator for correction or finalizes it. In the filter view, all settlements can be viewed and filtered by status.