1. Overview
Travel Order and Logbook allows you to generate travel orders (delegations) and, optionally, the associated vehicle logbooks. For each order, you choose the delegate and the destination clients, set the period, add expenses and, if applicable, a logbook with stops and kilometers, then generate the PDF document.
The module also maintains automatic numbering of the orders. It is intended for the financial-accounting team and individuals who organize employee business trips.
It is accessed from the Accounting Data section. Each order is generated in PDF format, and the list of orders can be downloaded into an Excel file.
2. How to access
From the main menu, open Financial, then Accounting Data. In the Standard section, look for the Travel Order and Logbook card and press Open. The list of existing orders opens.
3. List page
Upon opening, you arrive at the list of orders. Each row shows the document number and date, the delegate, clients, expenses, value, departure and return date, duration, plus an actions column.
Travel order list page.
The New Order button (top right) opens the creation form. Next to the filters, you have the export button (down arrow icon) which exports the filtered list to Excel, and the Settings button (gear icon, highlighted in the image). The filters include date range (Start – End), Delegate, and Client, and the Clear button empties them. On each row, depending on the status of the order, you have actions for PDF preview, PDF download, edit, delete, and cancel.
4. Creating an order
- In the list, press New Order.
- Choose the delegate and complete the form.
- Add at least one destination client.
- Optionally, add companions, expenses, and a logbook.
- Press Save. The system automatically assigns the order number.
Delegate
Delegate, Reason for travel, and Destination Clients sections.
- Delegate — the employee going on the business trip, chosen from a searchable list (mandatory field).
- Position — the position of the delegate (mandatory field).
- Companions — optional; with Add companion you can add people accompanying the delegate (each with number, name, and position).
Important: If you leave the Position field empty, the position from the employee's file is automatically retrieved; if there is no position there either, saving will result in an error.
Under Reason for travel, enter the purpose of the trip in free text (e.g., technical audit, business meeting).
Destination clients
With Add client, choose destination clients from a searchable list. For each client, the number, name, locality, and county or region are displayed.
Important: At least one destination client is mandatory; without it, the order cannot be saved.
Travel period
Travel Period and Associated Expenses sections.
In Period (date and time), choose the interval with the departure and return date and time from the calendar. The calculated duration automatically appears below the field.
Important: The end date must be after the start date.
Associated expenses
Optional section. With Add purchase, search for the expense document (by supplier, series, or number). Each purchase appears with the document number, supplier, date, value without VAT, VAT, total, and currency, and totals appear below the table.
Important: If a purchase is already used in another settlement or order, a warning appears when you add it.
Logbook
Optional section. Press Add logbook to display it (pressing again hides it). In the header, fill in the fuel type, car number, driver, car consumption, as well as the starting point with the locality and county. In the Stops table, add a stop for each road segment (date and time, point of departure, client reached, locality, and number of kilometers).
Logbook section, with stops and kilometers.
Important: The logbook is only saved if it is activated and must contain at least one stop. Total Km is automatically calculated as the sum of all segments, including the return trip to the headquarters (Return row). The distance between points can be filled in automatically based on addresses or edited manually.
5. Generation, editing, deletion, and cancellation
After saving, you can preview the order from the list (the PDF opens in the page) or download it in PDF format. The list of orders can also be exported to Excel (the export button next to the filters). Editing is done from the row action.
Important: Only the last order in the series (the one with the most recent number) can be deleted. Orders that are not the last in the series can only be canceled — they remain recorded but marked as canceled. A canceled order can no longer be modified.
6. Settings
Travel order settings window.
The Settings button (gear) opens a window with Travel order and logbook start no. (the number from which automatic numbering starts) and Starting point (the address used as the start and return point in logbooks). Press Save to keep the settings.
Important: The Take from settings toggle decides whether the logbooks automatically use the address from the Starting point. When active, the starting point of the logbooks is automatically filled with this address.
Last modified: 03.09.2026