The trip dashboard provides information needed for visibility and control over all trip-related matters. For the best on-the-go travel experience, we recommend using the Mesh mobile application. 

The sections below discuss similar functionality but focus on the view from the laptop/desktop browser.

1. To view trips assigned to your profile navigate to the Travel page. It is possible to sort the trips by Date and Status (e.g., 'Canceled', 'Planned', 'In progress', 'Ended', and 'Closed'). 

2. When the Traveler clicks on a trip, the platform launches the trip's dashboard. 

3. Trip dashboard

3.1. The dashboard is divided into various sections as follows:

• The upper left side displays the payment method that the traveler needs to use during the trip.
• The bottom left side displays the itinerary. 
• The upper right side displays the policies selected for the trip alongside the status of each budget associated with that policy. 
• The bottom displays a calendar view of the trip with the relevant daily charges.

3.2. To view the details of your payment method, please click on the eye icon and enter a five-digit code, sent via SMS. 

3.3. Before the trip begins we recommend that travelers: 

• Download the Mesh mobile application. 
• Add the Travel card to apps that you plan to use during your trip (e.g., Uber, Lyft, etc.)
• Add the Travel card to a Digital Wallet. 
• Activate your Mesh physical Plug & Pay Card and pair it with your traveler card. 

3.4. When the Traveler clicks on one of the Expense Policies, the information related to that category, including the Policy Guidelines and amounts spent, will be presented.

 3.5.  As soon as the Traveler begins creating expenses, such as meals and transportation, they will populate at the bottom part of the dashboard.

Please note that the dashboard will present various icons to advise the traveler about violations (e.g., ‘Over budget’ and ‘Out of policy’). 

4. Travelers are tasked with uploading receipts and categorizing expenses.

The following visual presents how to perform those tasks from the mesh mobile application. 

4.1. For each expense created during the business trip, the Traveler needs to identify the Spend Category. This is done by clicking on each transaction and selecting the relevant category from the Spend Category dropdown list. The items available in this list were created by a Travel Manager when the travel expense policies were created. 

Please note that Mesh has an Auto-Coding feature that can automatically populate the Spend Category field with information based on MCC related to the transaction. Auto-coded categories (e.g., grey with stars) have a special icon compared to user-coded categories (e.g., light blue). 

4.2. The Traveler needs to provide proof of purchase for each charge per the company's policy. It is possible to add receipts in various ways, including the manual option.

4.3. The Missing categories and the Missing receipts icons allow the traveler to filter the relevant transactions and take the appropriate action.

5. Submitting a reimbursement request is a simple process and can be done from the travel dashboard by clicking on the three-dots icon and then on the Request reimbursement option. 

6. Travelers can perform additional tasks with their travel card. If travelers wish to access the card, they need to click on the three-dots icon and then on the View Traveler Card option.

This view presents a more traditional approach, with all transactions related to the mentioned travel presented in a list instead of a dashboard.

Travelers can download a statement or suspend the card if they suspect fraudulent activity. 

7. General. 

7.1. Travelers can access Planned trips. However, the travel card will not be active yet and thus cannot be used. 

7.2. Travelers can view dashboards of trips that Ended. 

7.3. The platform will log Canceled trips but the card will not function (i.e., be canceled) and the dashboard will not include any data.

7.4. Travelers will not have access to the payment method (i.e., card) used by the travel coordinator, who is responsible for paying for pre-travel expenses. However, as the owner of the travel budget, they will be able to see transactions made with the other card. 

You can find a simplified version here!