Once a trip has been created, you can assign expense claims to it. A claim can only be assigned to a trip if the selected category has subsistence rates enabled.
Assigning expenses to trips
Go to Expenses and select the relevant draft expense claim.
Click Edit from the right-hand action menu.
Select the relevant trip from the Trip dropdown.
.png)
Check all fields are complete and click Save.
If the claim amount exceeds the allocated rate for the trip, a warning message is displayed. Edit the claim to bring it within the limit before submitting.
.png)
Note: You can assign multiple expense claims to the same trip, for example hotel, transport, and subsistence claims incurred during the same journey.
Editing a trip
To edit a trip from an expense claim, click the pen icon on the right side of the Trip field.
.png)
Checking a claim is assigned to a trip
Expense claims assigned to a trip display the trip name as a flag on the claim record.
.png)