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Úvod Support Expense management User Travel reports Creating a Bulk Assignment

Creating a Bulk Assignment

Repeat of a one-day business trip

  1. My Finance – Treasury section.
  2. Create a Request or Report, or select an existing one, click Ikona nastavení and enter Edit Request/Report.
  3. In the Application/Report detail, click on Ikona nastavení under Route and select Repeat Route
    or enter directly under the route listed.
  4. In the calendar, enter the days when the trip is repeated and confirm with the Repeat button.
  5. Save the Bulk Request/Message or Save and Submit for approval.

Adding a trip to a bulk transfer

  1. My Finances – Honours – select the open Application/Message you want to add a journey to.
  2. Click on Ikona nastavení and select Edit Request/Report.
  3. In the Application/Report detail, click on Ikona nastavení under Route (Paths) and select Add Path Before/Add Path After.
  4. Complete the path and Save or Save and Submit the bulk Request/Message for approval.

Interruption of a business trip

  1. My section
    Finance – Treasury
  2. Create the first leg of the journey by entering the departure date and location (point A) and the date and place of arrival (point B).
  3. For the last part of the route (point C) click on to delete the end of the route (it is possible to have multiple waypoints before breaking the route).
  4. Choose
    Add another trip
    and continue where you left off on the previous trip, select the date and time to restart the trip and continue filling in until the arrival date and location.
  5. Bulk Request/Message
    Save
    or
    Save and send for approval
    .

Deleting a path from a bulk transfer

  1. My Finances – Honours – select the Application/Message from which you want to remove the path.
  2. Click on Ikona nastavení under Route and select Edit Request/Report.
  3. In the Requests/Messages detail, click on Ikona nastavení next to the route you want to delete and select Delete Route or Expand the route you want to delete and select Delete Route directly below the route.

Frequently asked questions about creating messages for assignment

How do I enter multiple days at once on a repeat trip?

The calendar also allows you to select or deselect:

  • all Mondays / Tuesdays / Wednesdays… by clicking on the name of the day of the week (1),
  • the whole week by clicking on the week number (2),
  • select a specific day by clicking on a specific date (3),
  • all days of the month (4).

Example: selection of all working days in a month

  1. Click on “Select all days of the month”, this will select the whole month.
  2. Click on the name of the days of the week “Sat” and “Sun” to deselect Saturdays and Sundays.
  3. You can then deselect any other day of the month by clicking on that day.


Example: selecting every Tuesday of the month

  1. Click on the name of the day of the week “Tue”, this will mark all Tuesdays of the week.


Example: selection of all working days in 12. of the week

  1. Click on the week number 12 to mark all days of the week.
  2. Click on day 20 and 21 to deselect weekend days.

The calendar also allows you to select or deselect:

  • all Mondays / Tuesdays / Wednesdays… by clicking on the name of the day of the week (1),
  • the whole week by clicking on the week number (2),
  • select a specific day by clicking on a specific date (3),
  • all days of the month (4).

Example: selection of all working days in a month

  1. Click on “Select all days of the month”, this will select the whole month.
  2. Click on the name of the days of the week “Sat” and “Sun” to deselect Saturdays and Sundays.
  3. You can then deselect any other day of the month by clicking on that day.


Example: selecting every Tuesday of the month

  1. Click on the name of the day of the week “Tue” to mark all Tuesdays of the week.


Example: selection of all working days in 12. of the week

  1. Click on the week number 12 to mark all days of the week.
  2. Click on day 20 and 21 to deselect weekend days.