Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Review Travel Booking Records

Review Travel Booking Records

  • Set up the integration for travel booking record files.
  • Security:
    Process: Travel Booking
     domain in the Expenses functional area.
You can find travel booking record files, view details for each travel booking record, and correct records that aren't associated with a worker. You can also map merchants and cities using travel record data.
  1. (Optional) Access the
    Find Travel Booking Record Files
     report.
    Review travel booking record files and access individual files to determine:
    • Total records in each file.
    • Records in
      New
       status.
    • Records in error.
    • Records missing merchants.
    • Records missing cities.
    You can access these options if you view a travel booking record file that has errors, unmapped merchants, or unmapped cities:
    • Fix Errors
    • Map Merchants
    • Map Cities
  2. (Optional) Access the
    Find Travel Booking Records
     report.
    Select criteria to find individual travel booking records and review the results for each record. Details on the report depend on the travel type and can include:
    • The associated worker who will expense this travel booking record.
    • Travel record date.
    • Travel start date.
    • Travel type.
    • Booking status (
      Active
       or
      Canceled
      ).
    • Purchase status (
      Yes
       or
      No
      ).
    • Merchant information, including details of mapped merchants in Workday, if available.
    • Currency and conversion information.
    • Record status
      Workday changes the status of travel booking records that weren't purchased and later canceled to
      Closed
      .
    • The related expense report if available.
  • Fix travel booking files in error.
  • Map travel booking data to merchants and cities.
  • Review policy violations as reported from your travel provider.
    Workday doesn't evaluate travel policy violations.
  • Access the
    Maintain Travel Booking Records
     report to close travel booking records that workers won't expense, or reopen closed records.