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--- en:gui5:handbuch:kapitel_2:2.3.03_reisen [2020/03/06 09:43]
peter [Accounting]
+++ en:gui5:handbuch:kapitel_2:2.3.03_reisen [2021/12/01 15:57] (current)
alexandra [Misc]
@@ Line 7: / Line 7: @@
 The document category consists of the following elements:
-===== Master Sheet =====
+===== General Data =====
-{{:gui5:handbuch:kapitel_2:2.03.02-1a.png|}}
+{{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-04_um_15.09.27.png?|}}
+{{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-04_um_15.09.34.png?|}}
-{{:gui5:handbuch:kapitel_2:2.03.02-1b.png|}}
+    * **Basic Information:**
-    * **Basisinformationen:**
+      * **Number:** This numeric field clearly identifies the trip. This number is proposed by the system.
-      * **Nr.:** Dieses numerische Feld kennzeichnet die Reise eindeutig. Diese Nummer wird vom System vorgeschlagen.
+      * **Status:** This status field is required for the review workflow. The status transitions during the check are set here (unchecked, check requested, checked and confirmed, ...).
-      * **Status:** Dieses Statusfeld wird für den Überprüfungsworkflow benötigt. Hier werden die Statusübergänge während der Überprüfung gesetzt (ungeprüft, Prüfung beantragt, geprüft und bestätigt, ...).
+      * **Employee:** This field assigns the employee who caused the travel expenses to the trip. Employees can be managed in the mask employees.
-      * **Mitarbeiter:** Dieses Feld ordnet der Reise den Mitarbeiter zu, der die Reisekosten verursacht hat. Mitarbeiter können in der Maske Mitarbeiter verwaltet werden.
+      * **Project:** This field indicates the project to which the trip can be assigned. Projects can be defined and changed in the mask Project
-      * **Projekt:** Dieses Feld kennzeichnet das Projekt, dem die Reise zugerechnet werden kann. Projekte können in der Maske Projekt definiert und geändert werden
+      * **Time Period (from/to):** These fields allow you to enter from the beginning to the end of the trip.
-      * **Zeitspanne (von-bis):** Diese Felder ermöglichen die Eingabe vom Beginn bis zum Ende der Reise.
+      * **Flat Rate:** The flat rate valid for the trip is selected in this field. The legally valid per diems and accommodations per diems can be defined and changed in the flat rate mask.
-      * **Pauschale:** In diesem Feld wird die für die Reise gültige Pauschale ausgewählt. Die gesetzlich geltenden Tagegeld- und Übernachtungspauschalen können in der Maske Pauschale definiert und geändert werden.
+      * **Overnight Stay Took Place:** Here you can specify whether the employee's trip required an overnight stay.
-      * **Übernachtung stattgefunden:** Hier kann markiert werden, ob die Reise des Mitarbeiters eine Übernachtung benötigte.
+      * **Destination:** This field indicates the trip destination. This entry is required for travel expenses.
-      * **Reiseziel:** Dieses Feld kennzeichnet das Reiseziel. Dieser Eintrag wird für die Reisekostenabrechnung benötigt.
+      * **Purpose:** This field specifies the purpose of the trip. This entry is required for the travel expense report.
-      * **Zweck:** In diesem Feld wird der Reisezweck angegeben. Dieser Eintrag wird für die Reisekostenabrechnung benötigt.
+      * **Note:** In this field you can enter further remarks.
-      * **Bemerkung:** In diesem Feld können weiterführende Bemerkungen eingetragen werden.
+      * **Budget:** In the Budget field, a budget from the assigned project can be assigned to the travel expenses.
-      * **Budget:** Im Feld Budget kann den Reisekosten ein Budget aus den zugeordneten Projekt zugeordnet werden.
-    * **Belege:** Dieses Element beinhaltet eine Auflistung aller zugeordneten Belege zur Reise (siehe auch Maske Beleg).
+    * **Receipts:** This element contains a list of all assigned receipts for the trip (see also the receipt mask).
-    * **Fahrten:** Dieses Element beinhaltet eine Auflistung aller zugeordneten Fahrten zur Reise (siehe auch Maske Fahrt).
+    * **Trips:** This element contains a list of all assigned trips for the trip (see also drive mask).
-===== Additional Catering Expenses =====
+===== Flat Rates =====
-{{:gui5:handbuch:kapitel_2:2.03.02-2.png|}}
+{{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-04_um_15.09.44.png?|}}
-     * **Mahlzeizeiten:** Dieses Element beinhaltet eine Auflistung aller zugeordneten Mahlzeiten zur Reise. Diese Mahlzeiten werden verwendet, wenn in den Hotelkosten oder bei Geschäftsessen Mahlzeiten enthalten sind, die als geldwerter Vorteil abgezogen werden sollen (siehe auch Konfiguration)..
+     * **Foods:** This element contains a list of all assigned meals for the trip. These meals are used if the hotel costs or business meals contain meals that are to be deducted as imputed income (see also configuration).
-     * **Übernachtungskosten:**
+     * **Accommodations:**
-       * **Übernachtungspauschale:** Dieses Feld wird aktiviert, falls bei der Reisekostenabrechnung die Übernachtungskosten nach der Pauschale für die Übernachtung aus der Maske Pauschale abgerechnet werden sollen.
+       * **Accommodations Flate Rate:** This field is activated if the accommodation costs are to be settled in Travel Expenses according to the flat rate for the overnight stay from the flat rate mask.
-       * **Anzahl Übernachtungen:** Falls die Reise nach der Übernachtungspauschale abgerechnet werden soll, wird hier die Anzahl der Übernachtungen definiert. Diese Anzahl wird vom System mit der Tagesdifferenz von Reisebeginn und Reiseende vorbelegt und ist ggf. abzuändern.
+       * **Number of Accomodations:** If the trip is to be settled according to the accommodations per diem, the number of nights is defined here. This number is preset by the system with the day difference between the start and end of the trip and must be changed if necessary.
-===== Accounting =====
+===== Billing =====
-{{:gui5:handbuch:kapitel_2:2.03.02-3.png|}}
+{{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-04_um_15.09.51.png?|}}
-    * **Accounting:**
+    * **Internal Billing:**
-      * **Meal Costs:**  This field displays the amount for additional meals and per diems for overnight stays. If necessary, the meal costs (such as "breakfast in hotel") are also deducted here.
+      * **Catering Costs:**  This field displays the amount for additional meals and per diems for overnight stays. If necessary, the meal costs (such as "breakfast in hotel") are also deducted here.
-      * **Drive Costs:** This field displays the amount for the travel expenses for the defined trip (receipts with cost element Travel expenses are not taken into account here).
+      * **Vehicle Costs:** This field displays the amount for the travel expenses for the defined trip (receipts with cost element Travel expenses are not taken into account here).
-      * **Receipt Costs Gross:** This field shows the gross amount for all receipts for the defined trip.
+      * **Gross Receipt Costs:** This field shows the gross amount for all receipts for the defined trip.
-      * **Receipt Net:** Displays the net amount for all receipts for the defined trip.
+      * **Net Receipts Costs:** Displays the net amount for all receipts for the defined trip.
-      * **Gross Total Expenses:** Displays the gross amount for the entire trip.
+      * **Gross Total Costs:** Displays the gross amount for the entire trip.
-      * **Net Total Expenses:**  Displays the net amount for the entire trip.
+      * **Net Total Costs:**  Displays the net amount for the entire trip.
-      * **Travel Expenses Reimpursed:** This field indicates whether the employee has received the reimbursement.
+      * **Expenses Reimbursed:** This field indicates whether the employee has received the reimbursement.
-    * **Travel Expense Accounting Project:**
+    * **External Billing:**
-      * **Travel Expense Settlement Type, Travel Expense Flat Rate, Travel Expense Daily Flat Rate:** Here you can store the rules for settling the project's trips (no settlement, by expense, per diem, per diem per day). The corresponding default settings can be stored in the project.
+      * **T&E Billing Type, T&E Flat Rate, T&E Daily Flat Rate:** Here you can store the rules for settling the project's trips (no settlement, by expense, per diem, per diem per day). The corresponding default settings can be stored in the project.
-      * **Invoiced:** This element indicates whether the trip has already been settled. This indicator is set automatically by the system if the trip is transferred to an invoice and this invoice has been billed.
+      * **Billed:** This element indicates whether the trip has already been settled. This indicator is set automatically by the system if the trip is transferred to an invoice and this invoice has been billed.
-      * **Invoice:** This field shows the invoice number of the created invoice.
+      * **Outgoing Invoice:** This field shows the invoice number of the created invoice.
-===== Miscellaneous =====
+===== Misc =====
-{{:gui5:handbuch:kapitel_2:2.03.02-4.png|}}
+{{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.28.37.png?|}}
-    * **Technical Settings & Details:**
+    * **Technical Details:**
-      * **Travel Expense Type:** Here you can assign travel expense categories to the trip. These types are used for taxation of travel expenses (for example, a customer's use of the trip for more than three months is not tax-privileged).
+      * **Travel Type:** Here you can assign travel expense categories to the trip. These types are used for taxation of travel expenses (for example, a customer's use of the trip for more than three months is not tax-privileged).
       * **Cost Type:** This field indicates the cost element of the trip. The cost types can be defined and changed in the cost type mask. The cost element is also used as a criterion for the plan/actual comparison in billing evaluation.
-    * **Travel/Project Split:** This field enables you to assign a trip to several projects. This assignment is only made on a percentage basis!
+    * **Shares Travel/Project:** This field enables you to assign a trip to several projects. This assignment is only made on a percentage basis!
 ===== Actions =====

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