Organize Travel Expenses Using Trips

The Trips feature allows employees to organize expenses related to a business trip (i.e., a conference, customer visit, or other work-related travel). Each trip is assigned a name and a date range, and any expense that falls within that range can be added to that trip.

Trips allow employees to organize their expenses, help admins monitor travel spend, and speed up the review and approval process.

Enable Trips Feature

Admins may enable or disable the Trips feature for your organization by clicking Company Settings > Travel and toggling Enable Trips on or off.

Create a New Trip

You can create a new trip by clicking the Trips tab and then clicking Create Trip. Only employees are able to create, name, and customize the date range for a new trip. 

In your Trips tab, navigate to the upper right-hand corner and click on Create Trip. From there, you can name the trip and select the appropriate date range. 

Expenses incurred during the date range of a trip will automatically be added to your trip.

If an expense is erroneously added to a trip, you or your approving admin can remove it by clicking the red X icon. 

Create Trips for Others

Admins can create trips for multiple employees through the admin Trips tab. To create and assign trips, select the employee(s) for whom you would like to create this trip, enter the trip name and date range, and select Create Trip.

Admins also have the option to edit or delete trips that have been previously created. 

Review Trips

In the Admin view, you can see your team’s trips on a dashboard in date order. On the dashboard, you may view the total number of expenses, expenses with policy violations, the total amount spent by a team member, and approval status.

To review and approve the expenses associated with a trip, click on the number above Reimbursable Expenses.

Admins are redirected to the Reimbursments screen. 

Clicking on the number above Card Transactions also redirects admins to the Card Transactions screen.