Once a Trip is created and approved, you can view, update, or delete it as needed. This helps you stay in control of travel spending throughout the trip.
Where to find Trips
- Go to the Trips section in the Soldo web app.
- Use filters to find specific Trips by status or assignee.
- Click a Trip to open its details.
What you can manage
Note: Only Super admins and Admins can edit the Trip details.
From the Trip details page, you can:
- Edit Trip information: update the title, destination, or description.
- Edit expenses: adjust amounts or add new expenses if needed.
Note: If the Trip was approved in full and all funds have already been sent, expenses cannot be changed. - Edit funding and rules: change how funds are allocated or update the end-of-trip rules (unused funds and card status).
Tracking Trip spending
- Transactions made between the Trip’s start and end dates are automatically assigned to the Trip.
- You can reassign or unassign a transaction from its details at any time.
- Reports and Expense Review can be filtered by Trip for easier reconciliation.
Deleting a Trip
Note: Only Super admins and Admins can delete the Trip.
If a Trip is no longer needed (for example, if travel plans change), you can delete it:
- Go to the Trips section.
- Select the Trip you want to remove.
- Click Delete Trip and confirm your choice.
When a Trip is deleted, any funds that were transferred will be returned to the original funding source.
End-of-trip rules
Trips end automatically at the date you set. 12 hours after the end date, any rules you applied will take effect:
- Unused funds are removed from the wallet (if chosen).
- The card is blocked or kept active, depending on your choice.
Once a Trip is created and approved, you can view, update, or delete it as needed. This helps you stay in control of travel spending throughout the trip.
Where to find Trips
- Go to the Trips section in the Soldo web app.
- Use filters to find specific Trips by status or assignee.
- Click a Trip to open its details.
What you can manage
Note: Only Super admins and Admins can edit the Trip details.
From the Trip details page, you can:
- Edit Trip information: update the title, destination, or description.
- Edit expenses: adjust amounts or add new expenses if needed.
Note: If the Trip was approved in full and all funds have already been sent, expenses cannot be changed. - Edit funding and rules: change how funds are allocated or update the end-of-trip rules (unused funds and card status).
Tracking Trip spending
- Transactions made between the Trip’s start and end dates are automatically assigned to the Trip.
- You can reassign or unassign a transaction from its details at any time.
- Reports and Expense Review can be filtered by Trip for easier reconciliation.
Deleting a Trip
Note: Only Super admins and Admins can delete the Trip.
If a Trip is no longer needed (for example, if travel plans change), you can delete it:
- Go to the Trips section.
- Select the Trip you want to remove.
- Click Delete Trip and confirm your choice.
When a Trip is deleted, any funds that were transferred will be returned to the original funding source.
End-of-trip rules
Trips end automatically at the date you set. 12 hours after the end date, any rules you applied will take effect:
- Unused funds are removed from the wallet (if chosen).
- The card is blocked or kept active, depending on your choice.