How to Add and Remove a Trip/Expense From Your Report

Removing a Trip or Expense 

Step 1: Navigate to the reports section of the app. 

Step 2: Open the report you want to edit.

Step 2: Find the trip or expense you want to remove from the report.

Step 3: Swipe left on the item and tap the red button.

Adding a Trip or Expense 

Step 1: Navigate to the reports section of the app. 

Step 2: Open the report you want to edit.

Step 3: To add a trip or expense tap on 'Add'. 

Step 4: You can use the filters at the top to help you locate your trips or expenses that you want to add. 

Step 5: Use the 'Add All' button to add all of your selected trips to your report. Or tap on 'New Trip' to manually enter a trip to the report.

Removing a Trip or Expense 

Step 1: Go to 'Reports'.

Step 2: Select your Report. 

Step 3: Go to the Trip or Expense that you wish to remove and on the far right you'll see an 'X' which will allow you to remove the trip or expense. Don’t worry, this will remove the item from the report but won’t delete it from your app! The trip/expense will still be classified as your Team Purpose but will no longer be in this report.

Adding a Trip or Expense 

Step 1: Go to 'Reports'.

Step 2: Select your Report. 

Step 3: Click 'Add to Report'. 

Step 4: This action will open up your Trips drawer, where you'll find all Trips and Expenses with the Team Purpose specifically from the current payment period. 

Step 5: You can also click on 'New Trip' in the top right corner to manually enter a trip.

Step 6: Once you're finished selecting your trips, click 'Add to Report' to add your data to your report.