Get an overview of the main features in Travel and Expense and find detailed guides for each task.

Travel and Expense in Simployer makes it easy to register, approve, manage, and export travel expense claims and expenses.

This article provides an overview of the module’s main features and links to detailed guides for each task.

Get started with Travel and Expense

If you are setting up Travel and Expense for the first time, we recommend following the articles in this order.

Set up Travel and Expense

Before you can use Travel and Expense, you must complete the required setup:

• Create and edit payroll codes
• Create cost carriers
• Create and manage expense types
• Set up custom rates
• Create custom supplements

Register travel and expenses in Travel and Expense

Use these guides to register travel and expenses:

• Register travel
• Register an expense

Approve travel and expenses in Travel and Expense

Learn more about the approval process and how approved travel and expenses are handled:

• Check the status of travel and expenses
• Reverse approved travel or expenses

Export from Travel and Expense

When travel and expenses have been approved, you can export them to the payroll system:

• Set up and export travel and expenses to the payroll system
• Resolve common export issues

Understand roles in Travel and Expense

Learn more about the roles used in the Travel and Expense module:

• Roles in the Travel and Expense module

Use reports in Travel and Expense

Find articles about the available reports and how to use them.

Get help with Travel and Expense

If you cannot find what you are looking for or need help setting up or using the Travel and Expense module, contact Simployer support at support@simployer.com.