Create a trip

1. Go to the Trips page and click on the create a new trip button.

2. Enter your trip details, destination, and date/time information and save.

Link an expense to a trip

Create a trip first, go to the Expenses page and look for your saved trip from the Trips field dropdown menu.

Multi-leg trip

If you have a multi-leg trip, enable additional locations using the + icon

Managing/Completing Trips

All trips with active status can be viewed within the Trips tab of your web profile, with all tagged expenses.

Once all expenses associated with a trip have been submitted, you can expand the trip to review all details, and Set it as completed.

NOTE: You will not be able to assign any new expenses to a trip/ modify existing expenses once the Set as completed.

Other articles related to Trips:

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