Steps: Set Up Travel Booking Records

To implement travel booking integration processing, contact Workday Professional Services or your consultant, and coordinate with your travel provider. The professional services group can determine scope, level of effort, and potential cost for assistance to create your travel booking inbound connector integration.

Security: Set Up: Expense Item
domain in the Expenses functional area.

You can download and map corporate travel booking records from your travel management provider into Workday Expenses. Workday hides travel booking records from emplyees by default.

Set Up Classes of Service

Map Travel Types to Expense Items

Map expense items to align with the travel record types your provider sends in inbound data.

Set Up Airlines, Hotels, and Car Rental Agencies

Set up airlines, hotels, and car rental agencies with global 2-letter travel merchant codes as alternate names. This configuration enables inbound integration to map travel booking records to merchants you defined in Workday.

Set Up Travel Cities

Inbound travel booking records map to data in Workday. Employees can't view travel booking records in their My Expense Transactions
list or when creating expense reports. However, travel administrators can import and view these records, and all data remains available for reporting and analytics.

Test the travel booking record integration.

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 Inbound Connector