Business Trips – Advance payment

Introduction

All business trips plans with a request for advance payment are available in the Business trips prepayments report for treasurers. The treasurer musts insert the amount into the system.

Please note a TULIP setup you see always depends on custom requirements and access settings of TULIP for your company. Not all companies use the Business Trips functionality.

Frequently asked questions

Steps

Step 1 – Tile

Open the e-mail notification about a new payment request.

You can also go to Reports tile

Step 2 – Report

Click on Business trips prepayments button.

Step 3 – Report details

Check the amount. In the case of a payment request in a foreign currency, the conversion into domestic currency is automatic. The field cannot be blank – If the field is blank, you must either insert the amount or 0.

How to mark the amount as paid:

  1. Fill in the date of payment into an Advance payment Paid field.
  2. Tick the checkbox in blue to mark ALL REQUESTS in the table. If you want to select only some of the requests, check one or more checkboxes in the individual rows.
  3. Click on Save selected advance payments as paid.

Only after that the employee can fill in the business trip settlement form.

Step 4 – Confirmation

Your name, timestamp and the amount are now visible to the employee in his/her business trip plan.

He/she also receives an e-mail notification.

Was this article helpful?
YesNo
RELATED MANUALS

About Tulip

TULIP allows you to manage your back-office functions in the cloud, to achieve more simplicity, transparency and efficiency. It serves as a highly secure and traceable self-service portal that eliminates the burden of paper work, offline processes and the risks involved, over full data digitization and smart automation of workflows. During the past decade, TULIP has become a global platform, accommodating more than 2,800 companies, with over 115,000 users beyond 30 locations.
© TULIP Solutions, all rights reserved.
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram