Using WorkVell Trip for Expense Reporting (Integration with WorkVell Expenses)
Download your booking confirmation from WorkVell Trip and use it for expense reporting in WorkVell's expense module.
【Downloading Your Booking Confirmation】
After completing a booking on WorkVell Trip, you can download a booking confirmation.
- 1.Log in to WorkVell Trip (book.workvell.com).
- 2.Select "My Bookings" from the account menu in the upper right.
- 3.Select the relevant booking and click "Download Confirmation."
- 4.The PDF will be saved to your device.
【Attaching to WorkVell Expenses】
You can attach the downloaded booking confirmation (PDF) to your expense claim or business travel request in WorkVell.
- 1.Go to the WorkVell dashboard (app.workvell.com).
- 2.Select Workflow → Expense Claims (or Business Travel Request).
- 3.Create a new request and attach the booking confirmation PDF via "Attach File."
- 4.Enter the accommodation and transportation amounts and submit.
expensereportclaimtravelreceiptPDFconfirmation
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