A Mesh Travel Manager can generate a 'Travel budget' (aka trip) without issuing a virtual card. As a result, the platform allows users to 'associate' a settled charge of a 'General Purpose' card with a trip.
To 'associate' a transaction navigate to the Transactions page, click on a transaction, then on the 3-dot icon, followed by 'Assign to trip' and finally click on a trip to select it. Â
When a transaction is 'associated' with a trip, it will appear on the trip's dashboard. When categorized accordingly, it will consume the budget of the travel policy associated with it.
Once associated with a trip, you can 'move' the transaction to a different trip or dissociate it from the trip (i.e., 'move' it back to the original 'General Purpose' card).
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Notes:
- The associated charge will be visible on both the General Purpose card’s and trip’s pages and accounted for in either progress bar.
- You can not 'associate' a transaction with a closed trip.
- You can not 'associate' a transaction to a trip if it was synced to the ERP.
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