How do I manage my exclusion list?

  • Click Exclusion List



  • If you want to add to the list:

    1. Click the + button at the bottom of the list.



    2. Select the field and values you want excluded then, click the Save button



  • If you want to delete items from the list:

    1. Hold down the Command key and single-click on multiple items.



      or

      The Shift key lets you select a group of items that are contiguous, or next to each other in the list. Single-click on the first item you want to select in a list. Then hold down the Shift key and click on the last item you want in the list. Everything between the two clicks will be selected.



    2. To complete deleting the selected rows, click the - button at the bottom of the list.




clock February 4, 2015 by author Support Team


How can I hide trip fields I don't use?

  1. Access the preferences pane.

    Keyboard shortcut: Command key (it has a ⌘ symbol) and then the ","


  2. Click the Trips Fields tab, to only show the fields that you have purchased, check the Show Only My Fields checkbox in the Visibility section. Unchecking show only my fields will require additional purchases to use the fields you do not own. For the fields you use, check the checkbox next to it. For the fields you don't use uncheck the checkbox next to it.



clock December 4, 2014 by author Support Team


How do I disable report(s) I do not want?

  1. Access the preferences pane.

    Keyboard shortcut: Command key (it has a ⌘ symbol) and then the ","



  2. Click the Reports tab then uncheck the reports you do not want




clock December 4, 2014 by author Support Team


How does batch update work?

Batch update allows you to update multiple fields for multiple trips with the same values all at once instead of having to update each trip individually. For example say you have 20 trips with the status of submitted for reimbursement but you need to update some or all to a status of paid. With batch update all you need to do is select the trips you want to update then set the status to paid then save your changes.

Below are the general steps to using batch update:
  1. Click Trips, then select the trips you want to update, then the button at the bottom of the list.



  2. Select each field from the available field's popup list then click the button to add the field to the batch update list. After updating the fields with the values you want, click the Update button to perform the batch update or click the Cancel button to lose any changes.




clock September 14, 2014 by author Support Team


How does the round trip feature work?

The round trip feature allows you to flag a trip as being a round trip. Additionally if you are calculating mileage reimbursements, you can choose to have the reimbursement amount automatically doubled.

By default these features are disabled, to enable them:
  1. Access the preferences pane.

    Keyboard shortcut: Command key (it has a ⌘ symbol) and then the ","



  2. Click the Trip Fields tab then check the Round Trip checkbox in the Visibility section to turn the feature on or off. If you want to double the reimbursement amount then use the Double Reimbursement checkbox to turn the feature on or off.



If you want the app to remember your last round trip choice then:
  1. Access the preferences pane.

    Keyboard shortcut: Command key (it has a ⌘ symbol) and then the ","



  2. Click the Trip Fields tab then check the Round Trip checkbox in the Remember Last section to turn the feature on or off




clock September 14, 2014 by author Support Team