[ff-all] Navan / Settlement of travel expenses

Oleg Korneev oleg.korneev at fiware.org
Thu Nov 16 12:49:14 CET 2023


Many thanks 🙏🏻
Saved the link for the learning.
Have a great day

On Thu 16. Nov 2023 at 12:42, Andrea Kather <andrea.kather at fiware.org>
wrote:

> 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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