Pre Trip

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Pre Trip Attach to Expense Report
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Pre Trip Attach to Expense Report

• When creating a New Expense Report and there
  is an airline ticket that needs to be expensed,
  under the Report Name field you have an option
  to click on Select Pre Trip report and select
  the Pre Trip that is related to the airline
  ticket purchase you plan to expense.

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Pre Trip Attach to Expense Report

• Select from your approved PreTrip report list
  the report that is associated with the airline
  ticket you need to expense.

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Pre Trip Attach to Expense Report

• Build your report as you normally would making
  sure you attach the airline ticket that is
  associated with the selected Pre Trip report.

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Pre Trip Attach to Expense Report

• When you click Save Submit your will see a Pre
  Trip Review screen. It will show you what your
  estimated cost of the ticket versus the actual
  cost.

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Pre Trip Attach to Expense Report

• If there is a significant difference in the
  estimated cost versus the actual, click on the
  Comment icon and add some information for the
  reason.

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Pre Trip Attach to Expense Report

• Simply continue with the expense report
  submission process attaching the required
  receipts, etc.

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Pre Trip Attach to Expense Report

• Once the report is submitted if you open the
  report and click on Report Information youll
  notice that the Pre Trip is attached to the
  report.

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Pre Trip Attach to Expense Report

• Notes
• Attaching an approved Pre Trip report to your
  expense report indicates to the Internal Auditors
  that the trip was approved by your Supervisor and
  if required by an EC member.
• You should always electronically attach a Pre
  Trip report with an airline ticket expense in
  SoundTRAX.
• You can only attach a Pre Trip report once in
  all cases the Pre Trip report should be attached
  to the report expensing the airline ticket cost.
• If the variance of the estimated airline ticket
  expense versus the actual expense is high, make
  sure you add a comment to the report explaining
  why.
• The Pre Trip report will stay in your available
  Pre Trip reports list until after your Approver
  has approved the expense report that it has been
  attached to.

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