Trips group related expenses together under a single journey and apply time-based spend limits across the categories included. You can create a trip before raising expenses, or directly from an expense claim.
Creating a trip from the Expenses menu
Go to Expenses and click New Trip.
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Enter a Name for the trip.
Set the Trip Start date/time and Trip End date/time.
Enter a Description, if required.
Select a Subsistence Rate from the dropdown, if applicable.
The Subsistence Rate dropdown only appears if more than one company rate has been configured.
Enter the Journey Start and Journey End addresses (you can search by postcode, address, town etc).
Click Save.
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Notes when using the map:
You can add waypoints to the journey if required.
You can also drag the blue route line on the map to adjust for diversions or alternative routes.
To save a frequently used address, click the star icon in the journey information field and give it a name, e.g. Office or Home. Saved addresses appear as a dropdown for future trips.
Creating a trip from an expense claim
On the relevant expense claim, click in the Trip field.
Click + Add Trip.
Complete the trip details as above and click Save.