- Click Trips
- 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.
- To complete deleting the selected rows, click the
 button at the bottom of the list.
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- Click Trips, then click the
 button below the list of trips
- Next on the Export Options screen you have these options:
- Classic Email: this option disables the share sheet and goes directly to email.
- Title: the title will be included in the report and will also be the subject of the email message
- Text Size: this option allows you to make the text larger or smaller in the exported report, this does not affect the text size in the CSV file.
- Filename: the name of the output file
- Filtering (Active/None): Active means the list trips are being filtered. None means the list trips is NOT being filtered. The current filter can be updated by clicking this button.
- Enabled Reports: the count of enabled formatted reports, click the button to enable to disable additional reports
- Include Receipts: includes the receipts report
- Receipts Title: the title will be included in the receipts report
- Receipts Text Size: this option allows you to make the text larger or smaller in the exported receipts report, this does not affect the text size in the CSV file.
- Receipts Filename: the name of the receipts report file
- Include CSV: includes tabular summary in a CSV file
- Include PDF: includes PDF files (if enabled)
- Portrait Orientation: determines if the PDF is generated in portrait or landscape orientation
- PDF Password: add an extra layer of security by password protecting the all PDF files.
Passwords can only be added to the PDF files; all other file will not required a password to open. If you need to secure your output then you should turn off the include csv option because the csv will not require a password to open.
- To save the report(s) to your computer, click the
 button, then select the location
- To AirDrop or Email your report(s) click the
 button then choose the option.
With AirDrop, you can wirelessly send your reports to a nearby iPhone, iPad, iPod touch, or Mac.
AirDrop
E-Mail
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You can copy details from an existing trip to a new trip by following these steps from the Trip page:
- Select a single trip then click
 button at the bottom of the list
- Next the Add Trip page will load with the Origin, Destination, Round Trip, Vehicle, Odometer Distance, Driver, Client, Business, Mileage Type, Purpose, Notes, Status, Job Number and Work Number pre-filled. You can then make any edits after which click the button to commit your changes or click the
 button to lose any changes.
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- Start typing in the field (ie. origin, destination, client, purpose, notes or status) which causes a pop menu to display with items that contain what you have entered so far:
- Click the down arrow to display the full list of existing items for that field:
- Click here to learn how to remove items from the existing items list and add them to the exclusion list.
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All settings can be updated on the Preferences Pane, to access it:
Keyboard shortcut: Command key (it has a ⌘ symbol) and then the ","
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