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How to Expense With a Trip

Modified on Tue, 10 Dec at 3:05 PM

Having uploaded a receipt, from the Expenses menu, select the relevant Draft expense claim and press the Edit button in the right-side actions menu.

Use the Trips down-down list to select the relevant Trip.

Check all the fields are completed correctly. Save

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If your claim exceeds the allocated rate a warning message will be displayed.

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Edit the claim to meet the requirement. Save.

When ready, Submit the expense claim as normal.

Note: you can use the Trip drop-down to account for multiple expense claims incurred during the Trip e.g. hotel, transport, multiple subsistence claims.

 

How do I know if my claim is associated with a Trip?

Your expense claim will have a flag that shows the Trip name.

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Can I edit my Trip?

You can Edit your Trip using the pen and paper icon on the right side of the Trip field

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Helpful Links

How to Create a Trip

Feature: Trips 

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