If you are planning a business trip or went on a business trip, you can create a trip in Rydoo. You can then link expenses and/or per diems to this trip. You will then have a collection of expenses incurred during that specific business trip.
In this article, we will explain how to:
- Create a trip
- Create a multi-leg trip with multiple locations
- Link an expense to a trip
- Manage/Complete trips
Create a trip
Mobile
1. Select the Add expense button and choose Add trip.
2. Enter your Trip details (name, location, date, and time) and Submit trip
Web
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
Mobile
When you create a per diem, your submitted trips will show on the list when you select a trip.
Web
If you already created a trip, you can go to the Expenses page and look for your saved trip from the Trips field drop-down menu.
Multi-leg trip
For multi-leg trips, you can add locations using the Add destination + button
Mobile
Web
Managing/Completing Trips
You can find back all your trips in the Trips page. If you click the trip, you can also see all linked expenses.
Once all expenses linked to 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.