To edit a trip you can simply click on the respective field to change its information. Similarly, you can click on the delete button to delete it. 

However, if there are already expenses connected to the trip, you will not be able to overwrite the information or see the delete button. 

In order to do edit or delete trips, you will first need to unlink all per diems connected to this trip. This is to avoid mistakes by the user or the system.


To edit or delete a trip

1: Identify expenses connected to the trip first. Go to the Expenses page and click all tab:

2. Click the filter icon, scroll down and look for the Trip field. Select the name of the trip that you would like to edit or delete.

3. Check the status of the expense.

If they have already been submitted, click on the expense to recall them.

If they have already been approved or controlled, please contact your approver or controller to reject them.

4A. Unlink the expenses from the trip. Click to open the expense, look for the Trip field, change the data back to please select and save.

4B. Or delete the expenses linked to the trip. Don't worry because this can be generated again after changing the trip details.

5. Once the expenses are edited or deleted, you will see in the trip overview that there are no expenses connected to the trip.

6. Go back to the trips page and you should be able to edit the trip details or see the delete option.


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