How to submit your trip expenses (aka 'close a trip')?

The platform allows travelers to complete relevant end-of-trip related tasks (e.g., add receipts, memos, and categorizations) and then ‘submit’ (i.e., close) the trip for . 

Follow the steps below to Submit trip expenses (aka ‘close-your-trip’) as a Traveler. 

1.  Log into the Mesh platform. 

2. Navigate to the Travel page, click on Trips, and then on one of your recent trips labeled Ended.

3. Click the Submit trip expenses button and follow the relevant section below:

a. You used a Mesh card to consume your trip's budget

b. You are asking to be reimbursed for out-of-pocket expenses

4. When you complete all the required actions, check the two boxes, and click the Submit button.

5. The status of the trip changes to ‘Closed’.

Notes:

• You can submit your trip expenses through the Mesh web UI and the Mesh mobile application.
• Travelers can close a trip even if they have missing items in expenses or transactions related to Travel Agents. 
• If a Mesh card wasn't assigned to you, note that you can still submit a request for out-of-pocket expenses.
• Mesh will close the trip automatically after 60 days. At that point travelers can not code card charges and or submit out-of-pocket reimbursement requests. 
• If travelers need to modify a 'closed' trip, they should contact their Mesh Administrator or Travel Manager and request to open the mentioned trip.

 

Mesh card charges:

I. As soon as you click the Submit trip expenses, and assuming you need to 'add missing items', the following window/form opens.  

II. Click the 'View transactions' to display transactions that are missing details.

Note: Indications (e.g., red icon and tooltip info) are provided so travelers can take action.

III. Travelers need to click the Memo or the Receipt icon to launch the transaction and then furnish the missing items (e.g., a memo, a receipt, a category, etc.)

IV. Complete sections 4 and 5.

 

Out-of-pocket reimbursement requests related to the trip: 

I. Click the + Add Expenses button. Check this article to learn more about this capability. 

II. Upload a receipt and enter the relevant information.

III. Repeat this process for all trip-related out-of-pocket reimbursement requests. Depending on your entity’s configuration, such requests MAY remain in a pending state (i.e., not yet submitted to the approval workflow).

IV. Complete Sections 4 and 5. After you submit trip expenses, the reimbursement requests you entered WILL be sent as a batch to the approval workflow for further processing.