Trips - Overview
The Trips module in Zoho Spend enables you to create trip requests and helps you report all your trip related expenses to your managers.
Statuses of Trips
- Draft - All the unsubmitted trips will be in the Draft status.
- Awaiting Approval - Trips that are waiting for approval from the approvers will be in Awaiting Approval status.
- Recalled - If you want to edit a trip that is awaiting approval, you can recall it. Once you recall, the trip will be in the Recalled status.
- Approved - Trips that are approved by the approvers will be in the Approved status.
- Rejected - If the approver rejects a trip, it will be in the Rejected status.
- Cancelled - If you wish to call-off a trip, you can do so by cancelling a trip request. The trip’s status will be Cancelled.
- Closed - Once your trip and all the processes associated with it are completed, you can close your trip request. The trip’s status will be Closed.
Create Trips
Submit Trips
Approval of Trips
Booking Options
- Select a Booking Option for your Trip Itinerary
- Select Another Option
- Request More Options
- View Booking Confirmation
- Download Booking Confirmation
Manage Trip Reports and Advances
- Request Advances for Your Trips
- Record Advances for Your Trips
- Edit Advance Applied to the Trip
- Remove/Delete Advances from the Trip
- Report Trip Expenses for Completed Trip
- Edit Report Associated with the Trip
- Remove/Delete Report from a Trip