Create a travel allowance claim - parliamentarian

This video demonstrates how to create a Travel Allowance claim for a parliamentarian. 

First log into PEMS and select the Travel Expenses tile. 

This opens the travel claims window. 

The travel allowance claim type is used to claim an allowance for each overnight stay in a location where you were conducting parliamentary business. 

The button to create a new Travel Allowance claim is located at the bottom right of the Travel Claims screen. 

Select Create Travel Allowance Claim. 

From the Claimant and Travel Information screen, open the drop-down list and select who is the Claimant. 

Enter the Travel Start Date by using the calendar icon. 

Followed by the Travel End Date Enter the Travel Start location, select this icon and choose the Location from the drop-down menu. 

When you have finished, select Create Claim. Your claim has now been created, Select OK. 

The Claimant and Travel Information screen displays the trip itinerary details.

Start by selecting the Pen icon to Edit the first trip leg detail. 

Select the Mode of Transport from the drop-down menu. 

Depending on your selection, additional fields may also be required. 

For example, selecting Private Vehicle Allowance will include a field for kilometres travelled. 

Enter the Flight Number The Arrival City, select this icon and choose the Location from the drop-down menu. 

The Arrival Time, you can enter this manually using 24-hour time or use the drop-down list to confirm your selection. 

For this example, the claimant is selecting Yes for Travel Allowance. 

Select the Travel Allowance Details button to enter the information. 

Start by selecting Add Purpose. 

In this example, the purpose is Parliamentary Duties, but other duties may be selected as required. 

Complete the number of nights being claimed by selecting this icon and selecting each individual date you are claiming. 

Location of the stay, select this icon, and choose the Suburb by searching from the drop-down menu. 

The type of accommodation. 

When staying in Canberra, the type of accommodation will default to Canberra and no attachment is required. 

Select this box if a tax invoice or receipt is being attached. 

Select Available on Request (AOR) if there are no supporting documents at the time of making the claim. 

Use the Plus icon to locate and attach the supporting documentation. 

Once you have finished, select Save to return to the Claimant and Travel Information screen. 

Now select the Pen icon on the other travel legs to input their details using the same process. 

If your trip included additional travel legs, you can add these to the claim by selecting the Add Travel Leg button. 

When you have finished, Select Save. 

The other claim options are: 

• Copy the claim if it is a repetitive claim 
• Delete the claim before submitting it (if it is no longer needed) 
• Estimate the expected amount of Travel Allowance you will receive, or 
• Review the claim before sending for approval. Select Review. 

Review the terms and conditions including your obligations under the Parliamentary Business Resources Framework, then accept the terms and conditions at the bottom of the page. 

As a parliamentarian creating a claim for yourself you can edit the claim; assign the claim to someone else to review or provide feedback; or certify your claim to send to IPEA for review and payment. Select certify. Select ok to complete the process. 

Following certification of your claim IPEA will review and verify your claim in line with our published service level standards. 

Payment will be received within two to three working days from verification.