Enabling trips

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Trips must be enabled before users can create them. Enabling the feature updates the UI for administrators, Finance users, and claimants.

Enabling trips

  1. Go to Setup > Settings > Account.

  2. Select Enable Trips.

  3. Click Save.

Once enabled, the following changes take effect:

For administrators:

  • A new Subsistence Rates option appears in Setup. See [XX Setting up subsistence rates and categories].

  • An Enable Subsistence Rates checkbox becomes available on each category record.

For Finance users:

  • A new Subsistence tab appears in Accounting.

For users:

  • A New Trip button appears in Expenses.

  • A Trip dropdown appears on all expense claims. This does not need to be used unless the selected category requires it: users will receive a warning if a trip is required but not selected. [IMAGE: Trip dropdown on expense claim]