Hi - we’d like the ability to create Trip categories that the company can choose from (in addition to creating their own customer Trip).
Use Case: Our company would like better visibility on the types of trips being taken by each team. These could be company offsites, team building events, marketing events, onboarding/training, etc. At the moment, when someone books a “Trip” they have the create custom headings that may or not detail what the trip is. This information may or may not be in the memo as well. If the information is in either one of these fields our team has to parse out the trip themes to report on the nature of the trip (not consistent across employee and missing at times). It would be extremely helpful if we could create standard trip categories or trip tags that employees could use that would show in our reporting. This would help us answer timely spend related questions around how employees are traveling by providing a more granular slice of the travel data.
Aditya here from the Product team. Thank you for this suggestion - I messaged you to set up some time as I would love to hear your ideas. Curious if other customers have any thoughts here in terms of Travel Budgeting & Reporting.
@Aditya_Singh I had requested to allow to use the custom Accounting Code fields on a trips and then default these accounting codes to new transactions that are added to the trips.
I think both my wish and @Alvin_James wish can be solved with the same option.
We would also like to be able to export the Trip info as columns in the UCSV exports, but right now it is not possible to even export any trip information which is a big downside to using the trip feature in the first place .