Approved Travel Request are available to be selected when an Expense Line, that is created from an Expense Sheet that is type "Travel Request", is fully approved. Available Travel Requests are based on the Employee the Expense Sheet is being created for. Only approved Travel Requests for the specific Employee can be loaded into an Expense Sheet for that same Employee.
The 'Allow Travel Request Across Multiple Lines' System Setting will determine if approved Travel Request lines can be selected multiple times. When enabled, a single Travel Request line will be able to be selected on multiple Expense lines until the total travel request amount is consumed. The 'Amount Available' field displays the total amount of the original Travel Request less all Expense lines attached to it. Once the total Expense lines associated to the Travel Request equal or exceed the original approved Travel Request amount, the line will no longer be available for selection. When this setting is not enabled, once a Travel Request line is associated with an Expense line, it will no longer be available for selection.
Select this checkbox next to the Expense line to indicate that it should be loaded to the Expense Sheet. Selecting the checkbox at the top will automatically check all lines on the page. Selecting the checkbox at the Expense Sheet level will check all lines for that specific Expense Sheet.
Close/Remove
Select this option to close the selected Travel Request(s) and move them to history. Users will close and remove Travel Request lines when the travel is no longer required. Travel request lines that have been moved to history are no longer available to select on an Expense Sheet.
Load
Clicking this returns you to the Expense Sheet in addition to loading all selected lines.