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Company accounts use Microsoft Entra ID. Each person only sees and manages their own expense reports.

Create Trip

Client

Traveler

Purpose

Travel start

Travel end

Billing period (label, optional)

Reports use travel start/end as the billing dates.

Destination city / region (GSA rates)

GSA meal and lodging caps differ by city. Selecting a destination fills the rates for this trip only.

Location label (optional override)

Meals per diem ($/day)

Meals travel day ($)

Lodging per diem ($/night)

Notes

Create Trip

GSA limits for this destination

Rates are stored on the trip (city/region specific). Changing them re-flags expenses.

Save destination rates

Add receipts

Yellow/red rows exceed this trip’s GSA per diem for the destination city (flag only). Mileage shows miles and $ at the global mileage rate.

Generate reports

Produces formula-driven Excel + companion Receipts PDF, then marks the trip Ready for Internal Review.

Generate Reports

Settings

Default mileage rate ($/mi)

Home ↔ airport distance (miles, one way)

When set, each new trip gets automatic Fuel/Mileage lines: Miles to airport on the first travel day and Miles from Airport on the last travel day. Use 0 to disable.

GSA meal and lodging caps are not global — they are set per trip from the destination city/region catalog (and can be overridden on each trip).

Save settings

Clients appear in the trip dropdown. Deactivating hides them from new trips without deleting history.

Add client

Name

Template note

Add client

GSA destination catalog

Reference rates used when creating trips. Expand or update in code from official GSA tables as needed.