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Trip Expenses

Track estimated and actual travel costs for trips.

Recording Actual Costs

Once a trip status changes to Ready For Trip, you can record the actual costs incurred.

Adding Actual Costs

  1. Open the trip detail drawer.
  2. In the Expense section, enter:
    • Cost of Transportation — Actual total spend on travel (flights, trains, etc.)
    • Cost of Stay — Actual total spend on accommodation
  3. Save changes.

Note: Expenses are recorded as aggregate totals for Transportation and Stay, displayed alongside the estimated amounts for comparison.

Cost Comparison

The Expense section shows estimated and actual costs side by side for:

  • Cost of Transportation — Estimated vs Actual
  • Cost of Stay — Estimated vs Actual

This helps track budget variance for the trip.

Trip Statuses

StatusDescription
DraftTrip created but not submitted
Waiting For ApprovalTrip submitted and awaiting approval
Ready For TripTrip approved and ready to proceed
DeclinedTrip request declined
ArchivedTrip archived
ClosedTrip completed and closed

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