Loading Profile...
Don't understand how link between TripIt and expens'd is supposed to work
How and when does the link between TripIt and expens'd work? I have signed into both services and gone through the linking process and both applications seem to believe that they are linked.
I already have a trip successfully created in TripIt, but when I linked to expens'd no expenses seemed to be created in expens'd. How and when to expenses associated with a trip get populated into expens'd? Does this happen when travel bookings are first sent to TripIt? There appears to be no explanation of how all of this works - so I am completely unsure if for future trips things will be nicely automated (like I was expecting) or if there is anything I can do to get expensed related to the trip already in TripIt into expens'd. Can someone help clarify all this for me please?
I already have a trip successfully created in TripIt, but when I linked to expens'd no expenses seemed to be created in expens'd. How and when to expenses associated with a trip get populated into expens'd? Does this happen when travel bookings are first sent to TripIt? There appears to be no explanation of how all of this works - so I am completely unsure if for future trips things will be nicely automated (like I was expecting) or if there is anything I can do to get expensed related to the trip already in TripIt into expens'd. Can someone help clarify all this for me please?
I’m confused
2
people have this question
I have this question, too!
Tell me when someone answers.
The more people who ask this question, the more it gets noticed.
The more people who ask this question, the more it gets noticed.
Create a customer community for your own organization
Plans starting at $19/month
-
Inappropriate?Hi Mike,
I agree that we need to do a better job of explaining how the TripIt integration works. For our next release, we will add more help text to clarify how it works. For now, let me try to clear it up for you.
First, allow the TripIt integration for your account by going to Account -> Manage Connections, and checking the box beside TripIt.
Next, click on the Connections link in the top navigation and select the button beside TripIt. This will redirect you to TripIt to log in and authorize expens'd read-only access to your TripIt account (travel information only). Once you authorize access you'll be taken back to expens'd.
Now that the two sites are connected, you can log an expense against a trip and a travel item in TripIt by creating a new expense, selecting the TripIt trip, and then selecting the travel item. Once you've filled in the rest of the expense information, save the expense and you're done! The TripIt information will show up automatically in the expense reports.
Please let me know if that answers the question for you, and what else you feel we can do to make this more clear inside of expens'd. Thanks for your feedback.
I’m happy
The company says
this answers the question
-
-
Inappropriate?YourGiant - in order to enable the TripIt integration for your account, first go to the Account tab, click on the "Manage Connections" tab, and check the checkbox by TripIt, and Save. That will allow your account to use the TripIt connection. Next, go to the Connections tab. From there you can select TripIt, and establish the connection. Once the connection is established the TripIt fields will be available on the expenses form.
I agree that this is not very user friendly. Do you have a suggestion on how we can make it easier? We definitely welcome and and all ideas. Thanks.
EMPLOYEE
