When you are back after a trip and you have a lot of expenses to Fyle and you are thinking about how to link them with the corresponding trip, the following steps will help you associate the report with the existing Trip.

  • After the expenses are created now its time to create the expense report

  • Navigate to "Reports" page and click on the "New Report" button

Creating a new report.
  • Select all the expenses that you want to add to the report or the expenses that are part of the recent trip and enter the Report Name.

Creating a report out of all the expenses that are incurred while on a trip
  • After selecting the expenses, click on the "Select Trip" dropdown to associate the report with one of the existing trips as shown the screenshot below:

Associating the expense reports to the trip
  • After selecting the Trip, click on "Create Report".

  • You can see the report that got associated with the Trip as shown below:

Report view after associating the expense reports to a trip

Did this answer your question?