Use labels to categorize trips that are related to the same event, project, or activity for easy planning and accounting.
Tips for project managers 💡
- How do I mark a trip as billable to my customer?
If you are frequent travelers, it’s crucial to track expenses for each project accurately, especially those expenses that need to be passed on to your clients. Create a label for each project to help you keep track of travel costs in real-time.
- Create a new label with your customer's name
- Remember to tag each booking with your created label
- That's it! On the reporting page, you'll be able to filter trips by label and account for the cost of travel per customer.
- How much did we spend on customer visits last month?
- Create a label "Customer visits" and remind anyone who books trips to label every booking correctly
- Go to the Reporting page
- Filter by Date range = Last 30 days and Label = Customer visits
- Done! You'll get your report immediately.
- How much are we spending on travel for the new project "iPhone 12x"?
- Create a new label with the project name “iPhone 12x”
- Remind anyone who books trips to label every booking related to the project correctly
- Go to the Reporting page
- Filter by Date Range = [year] YTD and Label = iPhone 12x
- Done! You'll get your report immediately.
Tips for HR managers and recruiters 💡
- How much are we spending on flying in interviewees for an open position for a Senior Product Manager?
- Create a new label with the job title “Senior Product Manager” and add the label to related bookings
- Go to the Reporting page
- Filter by Date Range = [year] YTD and Label = Senior Product Manager
- Done! You'll get your report immediately.
Tips for event planners 💡
- How much are we spending on the annual Xmas party?
The CEO has decided to fly everyone in for the annual New Year’s party but the budget is, as always, super tight. Keeping track of group travel has never been easier.
- Create a new label “New Year Party” and add it to the relevant bookings
- Go to the Reporting page
- Filter by Date Range [year] YTD and Label = New Year Party. Additionally, you can also sort by by cost center to find out how much each department is spending
- Done! You'll get your report immediately.