Travelers are expected to follow their company’s policy and close trips that have ended. However, finance departments often face challenges when travelers forget or fail to cooperate.
To address this, Mesh has developed a Trip Closure Enforcement feature. This functionality ensures that trips are automatically closed 60 days after their end date, helping finance teams maintain compliance and streamline processes.
How does it work?
Reminders to Travelers
Travelers will receive multiple reminders to encourage them to take action and close their trips. These include a banner on the trip's dashboard displaying the expected closure date and email reminders on the 7th, 12th, and 21st days after the trip ends.
Admin Notifications
Admins will be notified once a trip has been automatically closed.
Upon closure, the trip's dashboard will indicate that, and it will not be possible to add any expenses to such a trip.
Notes:
- When a trip is closed automatically, items the traveler needs to supply (e.g., receipt expense requests, etc) might be missing.
- Travelers can manually close a trip anytime between the end date and the day before automatic closure.
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Admins can reopen trips if travelers need to add information (e.g., receipts, reimbursement requests). To reopen a trip, navigate to the Trips page, locate the relevant trip, click on the 3 dots next to it, and then select "Reopen Trip".
- The 60-day automatic closure period is set as a default in the Mesh backend. If you need to adjust this setting, please contact our support team at support@meshpayments.com.
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