Crossing the T's & dotting the I's is key when reconciling data, especially financial data like travel.
To ensure trip requests fall in-line with your company's finance and travel policies, the Locomote Corporate Travel Platform gives you the ability to add in data entry validations via the Billable or Non-Billable module, so when a Traveller or Travel Arranger completes a trip request, they will be required to enter data to confirm how the trip will be billed.
eg. Trip requests need to be billed via a purchase order, so they need to provide a PO number in a specific format.
Data Entry Requirements
Key:
A = alpha characters
N = numbers
Data Configuration Options:
alpha characters only e.g. AAA
numeric characters only e.g NNNNN
alpha and numeric characters e.g. NNNAAA
define the number of characters and format, including special characters e.g. NN-AAAAA
Create a Billable/Non-Billable entry
Click on the Avatar and select Admin to access the Admin home page
Click Workflows from the left-hand menu
Open the workflow that contains the Billable/Non-Billable module
Inside the Workflow screen, under Modules click the cog located next to the Billable/Non-Billable module
Enter the data requirements in the Field Validation Set-Up section including a custom message to appear in the book screen.
Click Save. This will display a green notification at the top of the page, confirming the changes have been successful
Progress through your booking as per normal; displayed on the first Trip Details screen (after selecting your flights/hotels/cars) will be the Billable/Non-Billable workflow with your changes to the workflow.
Edit a Billable/Non-Billable entry
Click on the Avatar and select Admin to access the Admin home page
Click Workflows from the left-hand menu
Open the workflow that contains the Billable/Non-Billable module
Inside the Workflow screen, under Modules click the cog located next to the Billable/Non-Billable module
Enter the data requirements in the Field Validation Set-Up section including a custom message to appear in the book screen.
Click Save. This will display a green notification at the top of the page, confirming the changes have been successful
Progress through your booking as per normal; displayed on the first Trip Details screen (after selecting your flights/hotels/cars) will be the Billable/Non-Billable workflow with your changes to the workflow.
Delete a Billable/Non-Billable entry
Click on the Avatar and select Admin to access the Admin home page
Click Workflows from the left-hand menu
Open the workflow that contains the Billable/Non-Billable module
Inside the Workflow screen, under Modules click the cog located next to the Billable/Non-Billable module
Enter the data requirements in the Field Validation Set-Up section including a custom message to appear in the book screen.
Click Save. This will display a green notification at the top of the page, confirming the changes have been successful
Progress through your booking as per normal; displayed on the first Trip Details screen (after selecting your flights/hotels/cars) will be the Billable/Non-Billable workflow with your changes to the workflow.
Remember
If a user submits an incorrect entry, a warning message will appear to indicate the correct format. The user will need to enter the correct format before they can submit their trip request.