You can now track all trip-related expenses separately in a report meant exactly for that purpose. Welcome, Trip Reports!

Key functionalities:

  • Stores extra information relevant to the trip such as location and trip dates.

  • Based on trip dates, we automatically recommend expenses made during those dates to be added to the report.

How to create a trip report?

There are a couple of ways you can do this.

Approach 1: Create a new report and add trip details. And we’ll recommend the expenses to be added.

  • Go to Reports from the left sidebar. Click on New Report.

  • Next, the following Create Report dialog opens.

  • Select Trip Report as the Report Type and fill out the details related to the trip. Click on Save once done.

  • In the next step, if you have any expenses that were made within the trip dates, we automatically recommend those expenses to be added to the report.

  • In this dialog, you can get a quick summary of how many expenses exist within the trip dates and their total worth. You’ll also be able to include/exclude expenses without receipts and those made on weekends.

  • Click on Add Expenses to add the recommended expenses to the report. (If you do not wish to add the recommended expenses at this stage, click on Skip)

  • Your Trip Report will be successfully created with the expenses added to it. Of course, you can add more expenses to the report later too. Click on Submit inside the report when you’re ready to submit the report.

Approach 2: Select all expenses to be added and create a report.

  • Go to Expenses from the left sidebar. Select all the expenses you wish to create a report with. Click on Create Report.

  • The following Create Report dialog opens.

  • Select Trip Report as the Report Type and fill out the details related to the trip. Click on Save once done.

  • From here, the flow is the same as explained in Approach 1. If there are any other expenses that fall within the trip dates, we’ll recommend those also to be added to the report. Else, the report will be created with the selected expenses.

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