Classifying your trips is as easy as swiping left or right on the trip card. Make sure that you are under the "Unclassified" tab (the tab is at the top of the screen).
1. Categorize as Work: Once the trip is complete click and hold on the trip card and swipe to the right. You will see a green bar appear indicating the trip will be recorded as work. You can then choose what business line the trip will be allocated to.
2. Categorize as Other (Personal, Medical, Charity, Etc.): Once the trip is complete click and hold on the trip card and swipe to the left. You will see a blue bar appear which will lead you to a list of category options.
3. You can create your own custom categories by clicking the Edit button found at the bottom of the “other” categories list.
As always we would love to hear from you. Please contact our support team at email@example.com with any questions.