To create a trip request,
- Navigate to ‘Trips’ on the left panel of your Fyle account and click on New Request
- A trip requisition form opens where you can specify the details of your trip
- You can enter the Name and Phone number of the traveler under Traveller Details section. Additional travellers details can be added by clicking the plus icon.
- Enter the details of the trip like Purpose, Trip Type, From and To City and others under the Trip Information section
- You can also add Transportation, Hotel and Advance to the request by checking the corresponding option at the bottom of the form and its mandatory if you need transport/hotel booking that need to be done by the travel admin/agent.
Adding a Transport Request:
- Choose the mode of transportation, preferred time of day for travel and add notes to highlight personal requests to the Travel Admin
- Uncheck “Need Booking” in case you are booking the transportation by yourself and the Travel Admin will not get this request after the trip approval.
Adding a Hotel Request:
- Add preferred location for your stay in the Hotel booking form and enter the required details like Check-in date, Check-out date, location preference, number of rooms and additional notes if any for the travel agent/admin
Adding Advance Request:
- Click on “Add Advances” if you require advance for the trip
- Enter the currency and amount required for the trip
- If you require multiple advances, you can click on the plus icon to add more advance requests.
After entering the required fields in the Trip Request form, click on “Save & Submit” so the request is automatically submitted to your immediate approver for approval.
You can also save the trip request form by clicking on “Save Draft” if you want to submit the form later.
The trip request will be sent to your approver for approval and trip state will be “Pending Approval”