Travel costs and expenses in the invoice receipt book

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 recognized 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 are the same as 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 recognize the travel costs/expenses invoice and filter it out.

If you work cleverly with rules, you can - as in this case - automatically set a release process (4) that is specially tailored to the processing of travel expenses/expense reports.

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".