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Create and manage trips

  • Updated

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

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

Screenshot_2023-03-22_at_12.59.56.png

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

Link an expense to a trip

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.

Screenshot_2023-03-22_at_14.03.19.png

Multi-leg trip

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

Screenshot_2023-03-22_at_14.04.36.png

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.

Screenshot_2023-03-22_at_14.05.55.png

 

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