Trip Authorization Policy Enhancements
Enhancements have been made to the functionality of the Trip Authorization Policy. These enhancements include:
- Policies can now be designated to apply to International Travel only.
- You can now include an additional Trip Authorization Policy designated for International Travel on the same policy branch. This allows for a Domestic and International policy on the same branch.
- A new section has been created to add Authorizers to the policy, eliminating the need for the rules 'Include Trip Authorizers' and 'Include Trip Authorizers Next Level' when controlling the trip authorizers at the policy level.
- The Trip Authorizers included in the policy will override trip authorizer(s) from a profile or policy branch.
- The 'Trip Authorization Policy Next Level' rule must be included on the policy branch if a second-level approval is needed. A first-level policy will no longer be used for second-level approval. This change was required to enable the second-level policy applicable to trips booked offline.
International Countries Exceptions
A new Lookup List has been added for International Countries Exceptions. In the Code column of the new List, enter the country code for the country of origin. In the Description column, enter the country codes of destination countries separated by commas. When included on a policy branch, travel from the origin country to the destination countries will be treated as domestic travel.
Travel Planner Credit Cards
Travel Planners that have the Allow Travel Planning rule enabled now have the option to select their profile's credit card when they book for a selected traveler. If any of the travel planner cards are enabled, they will be prompted during the booking process to select cards from the travel planner's profile, the selected traveler's profile, and any company cards designated for the types of travel included in the itinerary
Please Note: If there is a Single Payment Settings card in the policy for that travel type, it is used automatically and the planner will not have the option to select from a list of available cards. The rule item Always Prompt for Credit Card = Yes can be added to ensure the users are always prompted. This rule is based on the selected traveler’s policy and not the travel planner policy.
Trip Authorization Email Enhancement
RCPROMPTS is the new String Replacement Tag (SRT) for Reporting Conditions available for use in your Trip Authorization Email Templates. This SRT will produce a line for each reporting condition that was presented to the user. Each line will contain the prompt and the response.
Trip Authorization for Crown Ratings
This enhancement adds a new Trip Authorization item and Reporting Condition for when the Hotel Crown Rating exceeds the maximum set in Admin. The maximums for Hotel Crown Rating are separate for Trip Authorization and Reporting Conditions; meaning the max rate in Trip Authorization can be set to a different value in the Reporting Condition.
Please Note: The MAXHOTELCROWNRATING SRT will only work in the Trip Authorization setting. For the Reporting Condition to reflect the max setting, it needs to be hard-coded into the remark.
Route Receipts for Agency Service Fees
This enhancement adds the ability to route receipts for Agency Service Fees and can be accessed from your Expense Policy page.