ERP DFW Guidance
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  • 👋Welcome ERP DFW Guidance
  • 🚀Getting Started
    • System Overview
    • Setup Workspace
    • Update Personal Information
    • Setup Table Preview
  • 📂Master Data
    • Overview
    • User & Employee
    • Item Management
    • Office/Branch
    • Chart of Account (CoA)
    • Cost Center
  • ⚙️Initial Project Setup
    • Overview
    • Setup by Finance/Administration
    • Setup by Project Coordinator
  • 💳Procurement / Purchasing
    • Overview
    • Procurement - Direct to Vendor
    • Procurement - Cash Advance
    • Procurement - Reimbursement
  • ✈️Travel Process
    • Overview
    • Travel - Cash Advance / Direct to Vendor
    • Travel - Reimbursement
  • 👥Human Resources (HR)
    • Timesheet (TS)
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  • Flow of Document Process
  • Travel - Cash Advance / Direct to Vendor
  • Travel - Reimbursement
  1. Travel Process

Overview

Last updated 1 year ago

The Travel Process in ERP for non-profit organizations is established to facilitate efficient planning, approval, and reimbursement of business-related trips. This process is designed to ensure compliance with organizational policies and financial regulations while providing transparency in travel expenses.

Flow of Document Process


Travel - Cash Advance / Direct to Vendor

Travel - Reimbursement

✈️
Travel - Cash Advance / Direct to Vendor
Travel - Reimbursement
This is Role and Resposibility of Procurement Process based on DocType
Flow Overview of Procurement process