Other Rydoo Pages

This topic describes other Rydoo-specific pages that are relevant for COSMO Travel Expense Management.

Rydoo Expenses

The Rydoo Expenses page is accessed using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter the relevant page name, and then choose the related link. This page gives an overview of all existing expenses. If you open the expenses from the Rydoo Trips page by choosing an entry in the Expenses field, only the expenses for this specific trip are displayed.

Options for specific fields

The Expense Status field specifies the status of an expense. The options are:

  • Processing – The expense is in the process of being checked, including the amount, merchant, currency, and valuta. Expenses with this status will not be imported into Microsoft Dynamics 365 Business Central.
  • Submitted – The expense has been submitted to the approver. The approver will now be able to approve or reject the expense. Expenses with this status will not be imported into Microsoft Dynamics 365 Business Central.
  • Approved – The expense is approved by the approver.
  • Controlled – The expense is approved by the controller.
  • Reported – The expense is in its final stage and can now be reimbursed. This has no effect on the data for the posting process in Microsoft Dynamics 365 Business Central.
  • Rejected – The expense has been rejected by the approver, the controller, or the accountant. This status can be created out of Microsoft Dynamics 365 Business Central using the reject function in a travel statement. Expenses with this status will not be imported into Microsoft Dynamics 365 Business Central.
Note

Choose the Open in Excel action to open or save a Microsoft Excel worksheet with the data exported from the list.

Rydoo Trips

The Rydoo Trips page is accessed using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter the relevant page name, and then choose the related link. This page gives an overview of all existing trips. It is also possible to open a specific trip by choosing an entry in the Trip Title field on the Rydoo Expenses page.

Options for specific fields

The Status field specifies the status of the trip. The options are:

  • Created – A newly created trip. It is possible that not all required data has been entered. A trip with this status will not be imported into Microsoft Dynamics 365 Business Central.
  • Completed – The trip is finished and reported in Rydoo. This has no effect on Microsoft Dynamics 365 Business Central.
  • Approved – The trip is approved. If two levels of approver are configured in your company account, a second validation will need to be performed by the controller.
  • Controlled – The trip has been controlled after approval. This status is only relevant if the trips must be approved with a two-level approval system.
  • Submitted – If an approval system for trips is active, then the trip has been submitted to the approver. The approver will now be able to approve or reject the expense.
  • Recalled – The trip is recalled by the traveling employee. A trip with this status will not be imported into Microsoft Dynamics 365 Business Central. This status corresponds more or less to the status of a created trip. The only difference is that a recalled trip is taken back for reconfiguration.
Note

Choose the Open in Excel action to open or save a Microsoft Excel worksheet with the data exported from the list.


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