TRAVEL

1
TRAVEL

• Unit 7 Standard Grade Revision

2
What arrangements need to be made for a business
trip?

• All travel and accommodation arrangements
• all necessary paperwork
• all tickets
• confirmation of booked accommodation

3
How do we gather information for business trips?

• Name of person going on trip
• start and finish dates
• destination
• purpose
• special requirements

4
How is the method of travel chosen?

• The destination
• the distance
• time available
• BUDGET

5
What sources of information do we use?

• Timetables, Travel Agents
• Travel guides, Internet
• CD-roms
• AA/RAC Handbooks

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Travel Documentation

• Passport
• EHIC
• Visa
• Immunisation Form

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PASSPORT

• A valid 10-year passport is required for travel
  outwith the

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EHIC

• Entitles travellers from the UK to free or
  reduced medical costs in other EU countries

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VISA

• A visa may be required for any country being
  visited outwith Europe

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IMMUNISATION FORM

• Check for any immunisation requirements (e.g
  against hepatitis A, typhoid, tetanus)

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Travel forms to be completed!!!!!!

• Itinerary

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Points to consider when preparing an Itinerary

• Allow time - do not cram in appointments, allow
  time for traveller to relax, use 24-hour clock,
  take account of International time zones

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Travel Request Form

• Employee would complete this to go on a new
  training course for example

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Travel Booking Form

• Contains - employees name. Where they are going,
  dates of travel and cost.

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Accommodation Form

• Will include - Dates, Where they are staying and
  cost.

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Paying for Travel

• Payments are made to
• travel agent
• hotel, restaurant, car hire firm.

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CASH

• If travelling abroad arrange foreign currency
  before departure from the UK. Traveller should
  ask for receipts whilst abroad.

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Travel Account

• AN organisation that deals directly with a
  travel agent may be sent an invoice directly

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Cheque

• A cheque is likely to be sent to settle an invoice

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Credit Card (Visa or MasterCard)

• The Person being paid swipes the card through a
  terminal and the person paying for it signs a
  sales voucher and receives a copy of the voucher

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On the phone

• Payment can be made by credit card by quoting the
  credit card number and expiry date

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Debit Card (eg Switch and Delta)

• The Person being paid swipes the card through a
  terminal and the person paying for it signs a
  sales voucher and receives a copy of the voucher

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Debit card

• Unlike Credit Cards Debit card is withdrawn
  IMMEDIATELY from the bank

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How do organisations check and verify expenditure

• Employees must complete an Expenses Claim Form.
  This would be checked to verify that