Expense Tracking

One of the features of Nutrip is the ability to record expenses against trip budgets, load supporting documents and view/download financial reports. 

Once the trip has been approved and you or your traveller start to purchase flights, accommodation etc, these expenses can be uploaded and associated to the trip budget; giving them a running update on how much has been spent against the trip to date.

The reporting linked to the application provides stakeholders (managers) up-to-the-minute reporting on the organisation's travel finances as budgets are created and expenses submitted.

Expenses can be added via the triple-dot menu under ‘Actions’, via the budget tab when viewing trip plans and/or via the Trip Expenses menu items, and help track how your current expenditures are going against the trip budget.

The expense form will default to the trip selected currency but can be changed to match whichever currency the expense was occurred in. If the currency is changed, we automatically convert it to the local currency. This conversion value can then be changed if needed to reflect a most accurate cost.

Monitoring Expenses against Budget

You can review your expenses against budget via the "Budgets" tab in the trip detail page.

This tab consolidates the budget defined for the trip, as well as any expenses recorded against them. It is also possible to drill down into the detail and view each expense line as input.  Note that you can add expenses and, once all your expenses have been loaded, finalise your expenses from this tab too.

Expense Report for Managers

We have a report available to managers to help monitor expenses across multiple trips.  Toggle between "Approved Expenses" and "Organisation Unit Expenses" views.  

This report provides a quick glance into how expenses are tracking against budgets and also allows you to drilldown into the detail if needed.  Scroll to the bottom of the page to find the download button to obtain a csv file for your review.

Please contact your website administrator to get access to this report.