Travel Request in Frappe HR: Requesting & Approving Business Travel
A Travel Request is the document an employee submits to request approval for business travel. It captures the trip’s purpose, the itinerary, and the estimated costs, so travel is signed off before it’s booked and, once approved, it can lead into an advance and the expense claims that follow.
You will find it under Home > Human Resources > Expense Claims > Travel Request.
BEFORE YOU START
You’ll need the Employee making the request and an approver to sign it off.
How to create a Travel Request
- Open the Travel Request list and click New.
- Select the Employee.
- Choose the Travel Type (such as Domestic or International) and enter the Purpose of Travel.
- Fill in the Itinerary the travel legs with from/to locations, departure and arrival dates, mode of transport, and any accommodation needs.
- Add the estimated costs in the costings section.
- Select the approver, then Save and Submit.
Itinerary and costings
The itinerary lays out each leg of the trip so approvers can see exactly where and when the employee will travel, while the costings give an estimate of what it will cost flights, hotels, local travel. Together they let an approver weigh the trip on both its plan and its budget before agreeing to it.
What happens after approval
Once a Travel Request is approved, it feeds naturally into the rest of the travel-and-expense flow: the employee can be given an Employee Advance for the trip, and on return they file Expense Claims for what they actually spent settled against that advance. The request is the starting point that ties the whole trip together.
TIP
Encourage staff to raise a Travel Request with realistic costings before they travel. Approving the plan and budget up front avoids surprises at claim time and gives finance an early view of upcoming travel spend.
Related Topics
- Expense Claim
- Employee Advance
- Expense Claim Type
- Employee
SUMMARY
A Travel Request seeks approval for business travel before it’s booked. Create one with the employee, travel type, purpose, an itinerary of travel legs, and estimated costings, then submit it for approval. Once approved, it leads into an Employee Advance for the trip and the Expense Claims filed on return, tying the whole journey plan, budget, advance, and actual spend together from a single starting point.
