Travel and expense recording by employees and the invoice receipt book in Scopevisio merge seamlessly. The following article explains this interaction in more detail.
The travel costs/expenses are recorded - and then what?
Once an employee has recorded their travel costs/expenses in Scopevisio and submitted the invoice, the process is complete for them. Scopevisio forwards the data internally through the various functional areas to the invoice receipt book, thus ensuring integrated business processes.
The travel/expense report as an incoming invoice
When the "Submit invoice" button is clicked, the travel/expense report entered in Scopevisio, REISE2GO or SCOPEVISIO2GO becomes an incoming invoice that is simultaneously entered into the invoice ledger. Such an invoice can be recognised there by its invoice number, which begins with RK-.
This data transfer becomes even clearer in the screenshots. The data in the columns "Submitted on" (1) and "Employee" (2) in the upper form of the travel expense entry correspond to those in the columns "Created on" (1) and "Supplier" (2) in the invoice receipt book below. There, the employee submitting the travel expenses is assigned the role of supplier.
The invoice number beginning with RK- (3) allows the person responsible for the rebu to quickly recognise and filter out the travel costs/expenses invoice.
If you work skilfully with rules, a release process (4) specially tailored to the processing of travel/expense claims can be set automatically, as in this case.
To do this, a corresponding approval process must first be defined and then assigned by rule.
The travel/expense report is then treated like any other incoming invoice.
Rebu admin info: If you want to run travel and expense reports pre-verified in Rebu, go to Master data > Accounting: Manage accounting > Incoming invoice settings > Further settings: Verify travel costs/expenses to "Yes".