When you're ready to prepare a Report for submission to your employer, you may discover that you need to add or remove trips and expenses.
Removing a Trip or Expense: If you see a trip or expense that you don’t want to be included in the report, swipe left and press the red button.
Pro tip: 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.
Android example: iOS example:
Adding a Trip or Expense:
Step 1: To add a Trip or Expense to a report, Open the app and go to "Reports". Click “Create Report” (for Android) or "+ New" (for iOS)
Step 1a: Give your Report a title (such as the month & year or in the screenshots below “Old drives”).
a. Android example:
b. iOS example:
Step 2: Slide the toggle to Trips or Expenses (whichever one you need). Click the "Go To Trips" button (for Android) or "Add Trips" button (for iOS).
A. Android example: b. iOS example
Step 3: This will take you to the Add to Report Screen, where you see the Report total on the top that increases as you swipe for Work.
a. Android Example: b. iOS example
Step 4: Need to search for a trip? Click the button in the top right corner to filter for the trips/transactions you want to add. You can filter trips/expenses by your Team Purpose, by Date, or by Team Place.
A. Android Example:
b. iOS example:
Step 5: Once you have classified your trips and expenses for the Team Purpose, those trips/expenses should appear automatically in one of your Reports. Don't forget to submit!
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