What are TagSets and TripTags? How to use them?
Routespring has built a simple and unique functionality to help you easily categorize travel spending based on projects, events, or any other reporting needs. We call it TripTags. With the help of these tags, your travelers and admins can now appropriately report their travel spend.
What are TagSets and TripTags?
TagSet can be considered as the category group for expense reporting and the TripTags can be considered as the names of categories within a given TagSet (or category group). For example, you can configure two TagSets and their TripTags as below:
- TagSet = Billability
- Possible 3 TripTags within this TagSet:
- Billable – to report if the travel is billable to the client
- Not billable – to report if the travel is not billable to the client
- I’m not sure – if the traveler is unsure whether the travel is billable or not (the admin can change the TripTag as necessary)
- Possible 3 TripTags within this TagSet:
- TagSet = Cost center
- Possible TripTags based on the cost centers within your company
- Sales & Marketing
- Field operations
- I’m not sure
- Possible TripTags based on the cost centers within your company
Where to find TripTags?
Using your admin account, you can go to Company Dashboard > TripTags or simply click this link: https://dashboard.routespring.com/admin?type=TripTags.
How to configure TagSets and TripTags?
You can configure up to 3 TagSets. By default, we have named them Billability, Project, and Cost Center. However, you are free to rename these TagSets as you see fit by simply clicking on the edit/pencil icon next to each TagSet name.
To view TripTags in any particular TagSet, click on the down arrow on the left side of the TagSet name. We have added a few TripTags to help you visualize how you could configure or use TripTags. You can rename these TripTags as you see fit by clicking on the edit/pencil icon on the right of the same row.
To add TripTags in any particular TagSet, just click on the “Add TripTag” listed under the desired TagSet and save it.
By default, the TripTags are disabled. To enable TripTags, you need to click on the checkmark(s) which will turn blue once enabled. If the TripTags are enabled, these will be visible to your travelers to select when booking travel (as below).
What reports can be used to analyze travel spending as per TripTags configuration?
Transaction reports: If you want to view each individual transaction made under a given TripTag, go to Company Dashboard > Reports > Transactions or click on this link: https://dashboard.routespring.com/admin?type=report&subType=Transactions. Then click on the “Fields” icon to add columns for TagSets and/or TripTags. Once you click “Apply”, these columns will be added to the extreme right. You can then do filtering and sorting as needed to drill down on specific transactions.
Summary spend reports: If you want to view the summary report of travel spending under each TagSet and/or TripTag, go to Company Dashboard > Reports > TripTags or click on this link: https://dashboard.routespring.com/admin?type=report&subType=TripTags.
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Admin
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Traveler
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