How can we link the entities to a trip.

Choose “Add entities” or “Link Entity” under actions w.r.to the Trip created.

Path : Admin >> Expenses >> Trips >> Add Enitty 

• Related Articles

• How to link entities to a expense.

  Choose “Add entities” or “Link Entity” under actions w.r.t the Expense created and choose the Organization and Entity from the drop-down displayed and click on Submit. Path : Admin >>Expenses >> Expenses >> Add Entity

• How to link entities to the category.

  Post creating a category, these must be linked to the Entities. Following steps have to be done to link an entity to a category. Choose “Add entities” or “Link Entity” under actions w.r.t the category created.

• How to link the entities to advance settings.

  Choose “Add entities” or “Link Entity” under actions w.r.t the Advance created and choose the Organization and Entity from the drop-down displayed and click on Submit. Path : Admin >>Expenses >> Advances >> Add Entity

• Can we restrict trip to be mandatory in the expense report.

  By restricting as mandatory , while generating expense report user need to add trip request as well. Path : Admin >> Expenses >> Trips >> Add New

• How to add trip settings.

  In this section, we shall see adding new Trip settings to generate a unique code for every trip request that is being raised by the employees. Path : Admin >> Expenses >> Trips >> Add New