Creating a travel request and expense report in AmexGBT (OBT+EMT) English

English – June 12-13, 2 full days, Wednesday & Thursday 9:00 am - 4:00 pm

For FULL SOLUTION departments who work with the AmexGBT Online Booking Tool (OBT) and the AmexGBT Expense Management Tool (EMT).

Creating a Travel Request and Expense Report – Course Outline

Training: Two-day immersive practical course offered by Shared Travel Services (STS) and AmexGBT.

Audience: Full solution clients, beginners in using the Online Booking Tool (OBT), Expense Management Tool (EMT) and STS/AmexGBT Portal.

Day 1 – Objectives for creating a travel request:

• Describe the Government of Canada travel management solution and explain its benefits

• Identify the different steps of the travel process for full solution organizations

• Differentiate between traveller, travel arranger, recommender, approver, processor, TAN holder and administrator roles

• Navigate the online Portal

• Utilize best practices for profile management

• Research and book a flight, train, hotel and rental car online

• Identify Travel Directive policy breaches

• Create and submit a travel request

• Add additional expenses such as meals and incidentals to a travel request

• Modify and/or delete a travel request, before and after approval

• Identify situations when the Online Booking Tool should not be used

• Identify Future Travel Credits and how they are applied

• Identify booking failure triggers and best practices to avoid them

Day 2 – Objectives for expense reporting:

• Locate a travel request in the Expense Management Tool

• Link a credit card expense (DTEA, IDTC)

• Add an out-of-pocket expense

• Assign expense categories

• Deduct non-reimbursable personal expenses

• Upload receipt images

• Modify financial coding

• Verify or modify the recommender and approver

• Submit expense report for approval

• Add new expense to an expense report

• Amend expenses in an expense report

• Delete expenses in an expense report

• Delete expense report