How to Process and Submit an Allowance Request – Public

This lesson takes you through the steps on how to process and submit an Allowance request. 

Step 1: Once logged into TravelIT, select the Book Online tab

Step 2: Complete the below fields

Step 3: Scroll down to the bottom of the page and click on the Allowance tab

Step 4: Complete the Allowance request as displayed below

Step 5: Based on the above dates selected, the below form will display. Complete all required fields and then click on the Subsistence Allowance button NOTE: Amounts are auto-calculated as per system configuration and client policy. The dropdown arrow will allow a user to copy a selection downwards i.e across the remainder of the subsistence allowance grid.

Step 6: Input the Cost Centre Description & Percentage and then submit the Allowance request for approval

Step 7: Log into Expense Management

Step 8: Click on the applicable line item as displayed below

Approver will approve via one of the four approval methods. Once Approved, status will change from Current to Finance

Once Approved, note the auto-email as below with relevant attached documents

Note the attached Subsistence Allowance Voucher below: • Cash/EFT Issued By: Company Finance Department • Cash/EFT Received By: Employee

Allowance approved as displayed below. Note: The Allowance payment payable by the Company to the Traveller (R448).

The finance rep will access the Finance tab as displayed below and log the payment to the traveller. Click on Save Payment button

Note: The outstanding amount is now R0.00 and the transaction has been fully reconciled.