How to request a train budget when a trip request is submitted?

The trip request form includes a dedicated section for train bookings.

Follow the steps below to request a train budget:

1. Enter the From and To destinations, specify the Departure and Return dates, and click 'Continue'.

2. Navigate to the 'Trains' section and click the + sign. 

3. Mesh automatically populates the destination and dates based on the trip request. If you need to make any adjustments, update the details as needed and click 'Add'.

Note: You may select 'One way' or 'Round trip'. 

4. Select a booking method. 

4.1 Book with Agent: When selecting 'Book with agent', you may add notes to your request. Once the form is submitted, Mesh will forward the request to your Travel Management Company (TMC), who will then follow up with travel options for you to choose from. 

4.2 Book Anywhere: When selecting 'Book anywhere', Mesh will provide you with a train budget and the means to use it (for example, a Mesh Virtual Card or the option to request reimbursements). However, you are responsible for booking and paying for the train services directly.

5. Complete the remaining fields in the form, then click 'Submit'.

Notes:

• Administrators or Travel Managers MUST ensure that the relevant travel policies are properly configured and enabled.
• Administrators or Travel  Managers MAY deprecate any legacy custom field (e.g., 'Do you need a car rental? Yes/No') previously used to initiate car-rental budget provisioning.