Steps: Process Travel Booking Records

Create and configure an integration system to import travel booking records.

Complete required setup for mapping travel booking data from inbound integration files to Workday.

Security:

Process: Credit Card
domain in the Common Financial Management functional area.

Process: Travel Booking
domain in the Financial Management functional area.

Self Service: Travel Booking
domain in the Financial Management functional area.

You can download travel booking records from your travel provider, review booking records, fix records in error, and map travel merchants and travel cities.

Launch or schedule an integration to load travel booking records into Workday from the external file or server of your travel provider.

Review Travel Booking Records.

Fix Travel Booking Record Errors.

Map Data from Expense Integration Files.

Access the

Maintain Travel Booking Records

task to correct, close, or reopen travel booking records.

Workday hides travel booking records from self-service users by default. Employees can no longer view travel booking records in their

My Expense Transactions

list or when creating expense reports. However, travel administrators can still import and view these records, and all data remains available for reporting and analytics.

Workers link travel booking records to expense report lines in expense reports.

If you want to make travel booking records visible to your employees, you must:

Access the

Edit Tenant Setup - Financials

task.

Under the

Expenses Options

section, select the

Display Travel Booking Records to Employees on Expense Reports

check box.

Steps: Set Up Travel Booking Records

Steps: Set Up Travel Booking Inbound Connector