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
- Link an expense to a trip
- Manage/Complete trips
Create a trip
Mobile
1. Go to the Trips tab and select Add trip.
2. Enter your Trip details (name, location, date, and time) and Save the trip.
To create a multi-leg trip, you can Add destination.
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
In the expense you can select the created trip from the dropdown in the trips field.
Alternatively, you can also open the trip, go to the Expenses tab and create an expense linked to this trip directly from there.
Web
You can go to the Expenses page and look for your saved trip from the Trips field drop-down menu.
Managing/Completing Trips
Both on the Mobile and Web app, you can find back all your trips in the Trips page. If you open 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.
Mobile
Web