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!