How to Manage Travel Purpose? RP-40458

Business Travel  

Manage Travel Purpose

The Manage Travel Purpose feature under Business Travel allows administrators to define and manage the list of valid travel purposes for business trips. This ensures consistency and clarity when employees submit travel requests.

Navigate to: Business Travel → Settings → Manage Travel Purpose

Enter the following details:

  • Travel Purpose Name: Specify the name of the travel purpose (e.g., Business visit, Training, Conference).
  • Description: Provide a brief explanation of the travel purpose.
  • Active: Check this box to make the travel purpose available for selection in travel request forms.

Click Save to store the travel purpose configuration.

Defined travel purposes are used in the Business Travel Request process, helping employees select from pre-approved options and supporting accurate reporting and approval workflows.

 
 
 

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