The Trips feature allows employees to organize expenses related to a business trip (i.e. a conference, customer visit, or other work related travel). Each Trip is assigned a name and a date range - any expense that falls within that range can be added to that Trip. Trips are a great way for employees to organize their expenses and they help Admins monitor travel spend, as well as speed up the review and approval process.
Create a New Trip
You can create a new trip by choosing the ‘Trips’ tab on the Personal Sidebar and clicking ‘Create Trip’. From there, you can name the trip, and select the appropriate date range.
Expenses incurred during the date range of a Trip will automatically be added into your trip.
If an expense is erroneously added to a trip, you or your approving Admin can remove it.
Create Trips for Others
Admins have the ability to create trips for multiple employees through the Admin 'Trips' tab. To create and assign trips, select the employees you would like to create this trip on behalf of, enter the trip name and date range, and select 'Create Trip.'
*Please Note: One trip will be created per person
Admins also have the option to edit or delete trips that have been previously created.
*Please Note: Admins may only delete trips after the trip has been removed from each expense on the trip.
Review Trips
In the Admin view, you can see your team’s Trips in a dashboard by order of date. At a high level, you can see the total number of expenses, expenses with policy violations, total amount spent by a team member, and approval status.
To review and approve the expenses associated with an expense, simply click on the number above Card Transactions.
Admins will be redirected to the Card Transactions screen showing a report of all transactions tagged to the Trip. Clicking on the number above Reimbursable Expenses also directs admins to the Reimbursements screen.
You can export a CSV or PDF file of the trip by, clicking the ‘Export’ button in the top right.