[ff-all] Navan / Settlement of travel expenses

Andrea Kather andrea.kather at fiware.org
Thu Nov 16 12:41:34 CET 2023


Dear Oleg, all,

that's what we are working on, Navan is aware. The second date is, as I
wrote, in preparation.
Please find here Navan's On the books
<https://letsgo.navan.com/customer-resources/> section again with
explanations and video tutorials (scroll down to employee & traveller
resources), as shared in one of the very first emails.

Kind regards
Andrea

Andrea Kather

<https://www.fiware.org>

Assistant to the BoO

Phone: +49 174 788 35 65

Email: andrea.kather at fiware.org

www.fiware.org

<https://nexus.lab.fiware.org/fiware.signature>




On Thu, 16 Nov 2023 at 12:13, Oleg Korneev <oleg.korneev at fiware.org> wrote:

> Dear Andrea,
> Thank you for your reply. I was watching training, there was no info about
> how to proceed with expenses. So I would appreciate second training focused
> on this topic. I’m also positive about Navan as you know. Just it should be
> some written or recorded manual, that’s all.
> best
>
>
> On Thu 16. Nov 2023 at 12:07, Andrea Kather <andrea.kather at fiware.org>
> wrote:
>
>> Dear Vera,
>>
>> thank you for the information, for solving the issue and for the positive
>> approach !
>>
>> We had training, we will have a second one as soon as the internal Navan
>> handover has taken place, and there is a Navan service center that can be
>> approached at any time. At no time did I ask you, Oleg, to ask colleagues
>> about their discoveries. And, regardless of this, we should also act as a
>> team that helps each other (at least in my understanding).
>>
>> Kind regards
>> Andrea
>>
>>
>> Andrea Kather
>>
>> <https://www.fiware.org>
>>
>> Assistant to the BoO
>>
>> Phone: +49 174 788 35 65
>>
>> Email: andrea.kather at fiware.org
>>
>> www.fiware.org
>>
>> <https://nexus.lab.fiware.org/fiware.signature>
>>
>>
>>
>>
>> On Thu, 16 Nov 2023 at 11:09, Oleg Korneev <oleg.korneev at fiware.org>
>> wrote:
>>
>>> Thanks Vera,
>>> Found it in the made automatically by Navan expense for flight. Will do
>>> the same.
>>> Anyway it just confirms my request to get a proper instructions of
>>> actions that we need to proceed and not ask around the colleagues about
>>> their discoveries.
>>> Best
>>>
>>> On Thu 16. Nov 2023 at 11:04, Vera Boehner <vera.boehner at fiware.org>
>>> wrote:
>>>
>>>> Hi Oleg,
>>>> I also travelled earlier.
>>>> I went in Navan to Expenses, clicked on the flight and added the
>>>> screenshot of the other flight where you upload the receipt. I also
>>>> uploaded a picture there as a proof of attendance, that you can see in the
>>>> preview.
>>>> [image: Screenshot 2023-11-16 at 10.57.16.png][image: Screenshot
>>>> 2023-11-16 at 10.58.46.png][image: Screenshot 2023-11-16 at
>>>> 10.59.52.png]
>>>>
>>>> Am Do., 16. Nov. 2023 um 10:46 Uhr schrieb Oleg Korneev <
>>>> oleg.korneev at fiware.org>:
>>>>
>>>>> Dear Andrea,
>>>>> I have a question about adding a screenshot to confirm prices for
>>>>> flights if you travel earlier/later.
>>>>> There‘s basically no function in the expenses report part to provide
>>>>> media except description in the text form. As also the same situation you
>>>>> will see inside days if you start the process. Please see the screenshots
>>>>> from Navan below:
>>>>> [image: Screenshot 2023-11-16 at 10.29.33.png]
>>>>> [image: Screenshot 2023-11-16 at 10.34.57.png]
>>>>> As also in the area with flight booking you can‘t provide any media.
>>>>> See below:
>>>>> [image: Screenshot 2023-11-16 at 10.38.40.png]
>>>>> I even checked function "Type details" it has function to upload, but
>>>>> you cannot put 0 euro to claim and obviously can‘t claim any other amount
>>>>> as flight was paid through Navan:
>>>>> [image: Screenshot 2023-11-16 at 10.39.26.png]
>>>>>
>>>>> I know that you are not a Navan support. But your request is
>>>>> impossible to proceed and maybe they should provide normal instructions on
>>>>> how to make it if we need to do it anyway. I saved my screenshot of the
>>>>> flight price difference to Google Drive as usual for any case.
>>>>> best
>>>>>
>>>>>
>>>>> Oleg Korneev
>>>>>
>>>>> <https://www.fiware.org/>
>>>>>
>>>>> Marketing  Manager
>>>>>
>>>>> Phone: +49 171 198 21 50
>>>>>
>>>>> Email: oleg.korneev at fiware.org
>>>>>
>>>>> www.fiware.org
>>>>>
>>>>> <https://nexus.lab.fiware.org/fiware.signature>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> On Wed, Nov 15, 2023 at 7:01 PM Andrea Kather <
>>>>> andrea.kather at fiware.org> wrote:
>>>>>
>>>>>> Dear all,
>>>>>>
>>>>>> thank you for all your feedback on Navan so far !  There is very
>>>>>> positive feedback from the team, but of course some things are not yet
>>>>>> working as they should, also because FIWARE has special requirements due to
>>>>>> the funded projects audits in which numerous proofs for business trips are
>>>>>> required.
>>>>>>
>>>>>> Joschua from Navan is currently in the process of passing on the
>>>>>> issues we have experienced to his account management team as they are more
>>>>>> aware of the challenges you have faced and the issues that have arisen with
>>>>>> some of your bookings and can ideally resolve them for and with us soon. As
>>>>>> soon as this handover has taken place, we will have another call to clarify
>>>>>> specific questions.
>>>>>>
>>>>>> Nevertheless, please continue to book and settle everything directly
>>>>>> related to a business trip (transportation costs, accommodation, hotel tax,
>>>>>> sometimes also parking or toll costs, a SIM card in case that it was
>>>>>> approved before and needed onsite) only via Navan. Please remember to
>>>>>> request your physical Navan credit card so that it can be used for local
>>>>>> transport.If you have any problems, please contact the Navan support
>>>>>> <https://app.navan.com/app/helpcenter/home/travel/myself> first or
>>>>>> let me know to try to solve things quickly, if there is no other way.
>>>>>>
>>>>>> *Settlement of travel expenses in Navan*
>>>>>>
>>>>>> Daily Allowance
>>>>>> Navan reimburses the daily allowance to your personal bank account  -
>>>>>> please set up your profiles accordingly.
>>>>>> The calculation of the daily allowance (the amounts are determined by
>>>>>> the German government for each country) works in the same way as before,
>>>>>> you can add start and end of journey as well as the times in "Navan
>>>>>> expenses > transactions > add transaction > per diem". (Start time of
>>>>>> travel => when you closed the door at home to travel, arrival time => when
>>>>>> you opened the door at home after a business trip.)
>>>>>>
>>>>>> [image: Navan per diem calculation.png]
>>>>>>
>>>>>> Please remember to always add a screenshot to your travel expense
>>>>>> report showing that travelling earlier than necessary for the job or
>>>>>> leaving later was not more expensive than travelling on the dates you
>>>>>> actually had to be on site for the job, if you plan to spend some more days
>>>>>> for leisure. This justification is required by the accounting department.
>>>>>> If the trips are linked to a funded project, please also remember to
>>>>>> always add proof of personal attendance such as your event badge, the
>>>>>> invitation, meeting minutes, etc., and the boarding passes.
>>>>>>
>>>>>> Meals that were covered by FIWARE, a partner or else you need to
>>>>>> subtract from the daily allowance, i.e. the breakfasts at the hotel,
>>>>>> lunches and catering (if provided onsite), a working dinner your team lead
>>>>>> advanced for FIWARE, etc.. (According to our accounting department, already
>>>>>> a provided sandwich counts as a meal and should therefore be deducted as a
>>>>>> meal provided (strictly speaking).)
>>>>>>
>>>>>>
>>>>>> As there were questions about the booth party at the SCEWC in
>>>>>> Barcelona, this meal doesn't have to be deducted from the colleagues who
>>>>>> were doing the registration and stand cleaning during the party, as there
>>>>>> was simply no opportunity to have tapas (confirmed by Ulrich).
>>>>>>
>>>>>> Thank you very much !
>>>>>>
>>>>>> Kind regards
>>>>>> Andrea
>>>>>>
>>>>>>
>>>>>> Andrea Kather
>>>>>>
>>>>>> <https://www.fiware.org>
>>>>>>
>>>>>> Assistant to the BoO
>>>>>>
>>>>>> Phone: +49 174 788 35 65
>>>>>>
>>>>>> Email: andrea.kather at fiware.org
>>>>>>
>>>>>> www.fiware.org
>>>>>>
>>>>>> <https://nexus.lab.fiware.org/fiware.signature>
>>>>>>
>>>>>>
>>>>>>
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>>>>
>>>> --
>>>>
>>>>       Vera Böhner
>>>>
>>>>
>>>>
>>>>                 Marketing Manager
>>>>
>>>>           Email:vera.boehner at fiware.org
>>>>
>>>>           www.fiware.org
>>>>
>>>> <https://nexus.lab.fiware.org/fiware.signature>
>>>>
>>>>
>>>>
>>>
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