• Before submitting your Report, make sure that your trips and expenses are all classified correctly. Only trips and expenses classified as Work/Team Purpose can be included in the Report.

You can either watch this short screen recording or keep scrolling down to read through the instructions.

iOS Tutorial:

Android Tutorial:

Step 1: Select the "Reports" tab of the app. You can manually create a new Report by clicking the "+" button in the bottom right corner or select the existing draft Report you wish to review/submit.

• A new draft Report is created at the beginning of each month. Every trip or expense that is classified with your Team Purpose is automatically added to the most recent draft ("Aug 2021" in the examples below).

a. Android example:                                          b. iOS example: 

Step 2: If you need to change the Report title, simply tap on the existing Report title and the cursor will appear so you can edit the text.

a. Android example                                   b. iOS example

Step 3: You can add trips and expenses to any Report. Switch between Trips and Expenses by tapping the toggle to select the view you need.

a. Android example                                             b. iOS Example
             

Step 4: Review the Trips and Expenses in the Report.

• If you need to remove a trip/expense that you don’t wish to be included or if you need to add one, click here to learn how to add or remove a trip or expense from your Report.

Step 5: Does everything look ready to go now? Select “Submit” and it will be automatically shared with your Manager! 

a. Android example:

b. iOS example:

   . 

Step 6: You can track the status of your Report by viewing the "Reports" tab after it’s been submitted.

In this example, the Report has been successfully submitted and is waiting to be approved/rejected (notice the status changed from "draft" to "Needs Approval").

a. Android example                                          b. iOS example                

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