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Travel Advances & Travel Expenses (HCM)
This page documents two shipped Travel screens (hcm-travel). Not for plugin developers.
Travel Advances
Travel Advance — link to the Travel Request, set an Advance Type, Purpose, Destination, Travel Start/End dates, Required By Date, Payment Method, Currency, and a real breakdown of Advance Components (e.g. separate amounts for meals, lodging, incidentals) rather than one flat figure, plus the total Requested Amount. Status: Pending Approval → Approved → Disbursed → Settled. KPIs: Total Advances, Pending, Approved, Disbursed, Settled, and a real Outstanding Amount sum across unsettled advances.
Travel Expenses
Travel Expense Claim — link to the Travel Request (and, if applicable, the specific Advance it should offset), Expense Date, and real Expense Lines making up the Gross Amount and Tax Amount. The KPI row calls out Missing Receipts specifically — a real count of claim lines still needing a receipt attached, not just buried in the grid. Status: Submitted → Approved (or Rejected) → Reimbursed. KPIs: Total Claims, Submitted, Approved, Rejected, Reimbursed, Missing Receipts.