Need to search for trips by date or purpose? Or perhaps you need to classify or delete multiple trips at once? By using a filter, you can customize your search in a matter of seconds! Use the filter feature to either batch classify your trips or just view them more easily without endless scrolling. Filtering applies to both unclassified and classified trips.
To begin, select your device:
Step 1: From the home screen, tap on 'Trips'.
| Self-Employed: | Employees: |
|
|
Step 2: From the Trips tab, select 'All Trips'.
| Self-Employed: | Employees: |
Step 3: Tap on the 'list' icon in the top right corner of your screen.
Step 4: A checkmark on the trip card indicates that you've selected your trips. Once you have chosen your trips, you can Classify, Merge, Add Tags, or Delete multiple trips at once.
Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial!
Step 1: From the Web Dashboard, click on 'Trips'.
Step 2: There are two ways to view your trips. The hamburger icon with two lines allows you to see a more detailed view of your trips and the hamburger button with three lines allows you to see more trips on a single trip screen.
Step 3: For both options, you can use 'Filters' to search for your Trips.
Step 4: You can select your trips by clicking the box next to the trip card until a green check mark appears. You can Classify, Merge and Delete (trash icon) your trips from the top of the screen.
Comments
0 comments
Please sign in to leave a comment.