How to review & edit trips

In the article below we will show you how, and we will share our best tips and tricks! 

In this article

• Review your auto-tracked trips
• Edit a trip in the mobile app
• Extend the start/stop location of a GPS trip in the mobile app
• Edit a trip on the Driversnote website
• Review your trips on the website
• How to move trips between vehicles & workplaces
• How to delete a trip
• Common questions

Review your auto-tracked trips

Your auto-tracked trips will be added to your All Trips list. New trips will also be added to the Inbox in the mobile app or with a red dot on the web version. From here you can revise them and review them one at a time or delete the ones you don’t need. More specifically, while reviewing them, you can edit the name of the start/stop location, the time and date, the vehicle, and the workplace. You can also classify them as business or personal, and add a note. Afterwards, click Mark as Reviewed and they are ready for reporting.

Once a trip is reviewed, it will be removed from the Inbox and will remain on the All Trips list.

On the web, once a trip is reviewed, the red dot will disappear.

Review all

When you have trips in the trip inbox, you have the option to select “Review all” to review and approve these trips all at once. This screen will also give you a handy summary of your new list of trips, including details of number of trips and total mileage for that period.

While we do still recommend that you take the time to approve each trip individually, so you can make sure tracking is working well and that your categorisation is correct and you have added notes if you need them, we recognise that sometimes you will not need or want to do this and a quick review and approve process is far more suitable.

Edit a trip from the mobile app

1. Open the app
2. Tap on All Trips
3. Find the trip you wish to edit, then tap to show the Trip details 
4. There you can edit all trip details, including address, classification (business & private/personal), and vehicle
5. If you wish to change the time and date of a trip, tap on the time and date shown under the address of your trip *
6. Tap Done

* Note: If you need to edit the date to a previous year, when you open the date to edit, simply scroll back the previous months until you have the correct month you need. When you tap Ok you will find the correct previous year has been added.

Here is an example of changing each trips' classification from business to personal:

Extend the start/stop location of a GPS trip in the mobile app

If you would like to extend a trips' route, you can do it by adjusting its starting and/or ending location(s). To do that:

1. Find your trip either in the Trip Inbox or in the All Trips list. 
2. Select the Start/Stop location.

1. Choose a location from the list or type to search by name or street. If you choose a saved location, then you will be directly taken to the Extend route screen. If you choose a new location, then please keep in mind that the app will first ask you to save that location.

   Please note

   The route extension applies only for locations outside a 400m radius of where your trip started/stopped. If you select a location within the 400m radius, then the route length and the total trip distance will not be affected.

2. Tap Extend route

1. Select a route

   
   

   

   Please note

   When creating manual trips, the Driversnote app asks Google for the most optimal routes. In other words, the shown routes are based on data we get from Google, which means that there might be different route options available depending on the time of the day, on the traffic or on specific usage information about how users are driving around.

After doing that, the route will be extended and the distance difference of the newly selected location will be added to the total recorded distance of the trip.

Edit a trip from the Driversnote website

Driversnote Web offers you multiple options for editing trips! Log in using your e-mail and password, then click Trips. Depending on what you want to edit, use our quick actions, bulk actions menu, or click on an individual trip.

Quick Actions

If you need to edit the classification of or delete a trip, use our quick actions. Just hover over the trip and click on the action you wish to take.

Here is an example of quickly changing the classification of trips:

Bulk Actions

Here is an example of adding the same note to multiple trips: 

Edit an individual trip 

1. Find the trip you would like to edit and click on it to reveal the trip details
2. To edit the time and date of your trip, click directly on the numbers you wish to change
3. The changes to the trip will be saved automatically

Note that if you need to edit a start or end destination for an auto-tracked trip that is more than 400m away, then you need to create a new trip manually and then delete the incorrect auto-tracked trip. Read more here: How to log a trip manually

Review your trips on the web

1. Open the trip to view and edit all details
2. Use quick actions to quickly edit a trip without opening it
3. Select the trip or trips and use the Bulk Actions Menu to mark them as reviewed 

Please note, that reviewing is optional but allows you to quickly see your latest trips and ensure that they are correct for when it’s time to report :-)

Here is an example where we reviewed the trips by looking at the locations, and classifications. They all look correct so we select them all and mark them as reviewed. 

How to move trips between vehicles & workplaces

Apart from editing the time, date or locations of a trip, you may need to change the vehicle or workplace associated with a trip.

Read our main article on How to move trips between vehicles & workplaces

When you review trips in the trip dashboard, you can change the vehicle or workplace:

1. If you have more than one workplace defined in your account, you can edit this here when you are reviewing trips.
2. You can choose additional vehicles for the trip if you have more than one defined also.

Delete a trip 

To delete a trip via the Driversnote website, select the trip you wish to delete from your Trips list, then click on the Delete button in the selected trip details.

In the mobile app:

To delete a trip in the mobile app, select the trip you wish to delete on your Trips list. Then, tap on the garbage bin icon in the top right corner.

On the website:

To delete a trip on the Driversnote website, hover over the trip, and on the very right side, there’s a trashcan symbol. Click that, and it’s gone! (You will always receive an undo option just in case). 

Along with switching between Personal or Business categorisation for trips, the hover option also allows you to delete.

Have lots of trips to delete? Select them all and use the Bulk Actions Menu to delete them all at once. 

When you select multiple trips on the web, the above menu will appear and you can select trash to delete, or the other options to change vehicle, workplace, category or add the same note to all selected trips.

Note: If you need to delete a vehicle or workplace, we suggest that you archive them instead. Read more here: How to archive a vehicle and How to archive a workplace

Common questions

Q: I cannot find an address, what should I do? 

The simplest solution is often to create a saved location, which enables your device to quickly find an address rather than searching for it. To learn how to create a Saved Location click here.

If you cannot find the location in the search bar, you can create your own location on the map. This feature is only available in the app.

Q: How do I make a multi-stop / round trip? 

In other words, if you have made one trip with multiple stops, you will need to log each ''leg'' of the trip separately. You can also add a relevant note to each trip (to show that it was all the same trip). 

Q: How can I create a return trip? 

You can easily create a return trip manually both in the mobile app and on the website. Tap on the plus sign under a trip in the app or Next trip on the web - we will prefill the end destination as the start destination.

The next trip icon is located after the last trip on any day in the All Trips section.

Q: How can I change the currency of the reimbursement amount shown in my trip logs?

The reimbursement amount for your Business trips will have the currency of the country that your vehicle is registered under in the Driversnote app. 

Once you have selected a country for your vehicle it cannot be changed. If your vehicle or location changes or you made a mistake in setup, you can archive that vehicle and create a new vehicle with the correct country.

If you need to change the rate that is applied, you can set a custom mileage rate. Read more at our guide on How to manage mileage & reimbursement rates

Q: Is it possible to change the distance measure units from kilometers to miles (and vice versa)?

As a general rule of thumb, if your vehicle's country in the Driversnote app is set to be United States, United Kingdom, Liberia, or Myanmar then distance will be shown in miles. 

All other countries will generally use kilometers.

Q: I've edited a trip, but the changes are not showing up in my report. 

If you make changes to your logged trips (or log new trips) after creating a report, those changes will not be seen on the saved report until you apply the updates. Open the report and click on “Apply Updates”. If in doubt, simply create a new report. Read more here: How to create a report

Q. How can I add other information to my trip log, such as fuel, tolls or details about the trip?

You can make a note in order to record specific details about your trip. For example, details pertaining to your trip (like allowances, services, fuel, and other expenses). These notes will then show up both in the list of trips and in your downloaded reports.

Q. I have deleted a trip by mistake! What can I do?

If you find you have deleted one or many trips by mistake, please contact us at support@driversnote.com and we can help you get them back.