How to add a transaction to a business trip

From the main sidebar, hover over the Monetary icon to open the sub-menu and click the Business Trips module. In the Business Trips dashboard, select and open the trip where you want to record the transaction.

In the trip’s detail view, click the Transactions tab in the header. In the top right corner, click the … (More) icon to reveal the actions menu, then select Record Estimate. A modal window will appear. 

Complete the fields as follows: 

• Attachment – Upload a file from your desktop or cloud storage (e.g., travel tickets, receipts, invoices). 
• Participant – Choose the applicable participant from the dropdown list. This ensures the transaction is linked to the right traveler for cost tracking. 
• Type (required) – Select the expense type, such as Accommodation, Advance, Approved Budget, Fees, Flight Tickets, Food, Taxi, or Travel. 
• As of Date (required) – The actual date the transaction took place. 
• Amount (required) – Select the currency and enter the value of the expense. 
• Is Billable – Mark as Yes if the expense will be invoiced to a client, or No if it’s company-borne. 
• Is Shared – Select Yes if the expense is shared between participants, or No if it applies to one traveler only. 
• Is Expense – Indicate Yes if the cost is a valid reimbursable expense; No if it’s not reimbursable. 
• Visible in Share – Tick Yes if the transaction should be visible to external partners via shared link. 
• Description – Add any supporting details about the transaction. 

When complete, click Save or Save & New to enter additional transactions. The new entry will now appear in the Transactions tab for the trip, and the dashboard graph will update accordingly.