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Modifying Trips in Calendar View
In Calendar View, click on the specific day that you want to modify to access the trips for that day. Once in Day View, you’ll be able to make detailed modifications to individual trips or the entire day.
Modifying Trips in List View
List View allows you to make bulk changes to your trips, saving time when modifying multiple trips at once. You can easily select one or more trips and perform various modifications without entering Day View.
Modification Options in List View:
- Select Single or Multiple Trips: Use the checkboxes next to each trip to select a single trip or multiple trips at once for bulk editing.
- Change Trip Purpose: Modify the trip purpose for selected trips. For example, you can change multiple trips from “Business” to “Personal” in one step.
- Change Client/Location: Update the client or location of the selected trips without having to edit each one individually.
- Delete Trips: Easily remove selected trips in bulk by choosing the delete option.
If you need to make more detailed changes, such as adjusting the arrival time or distance, you can click on a day to enter Day View.
Modifying Trips in Day View
In Day View, you can perform detailed modifications for each trip recorded on the selected day.
Key Modification Options in Day View:
Change Trip (Arrival Point) to Another Client/Location: If you need to update the destination, click on the client/location field and select a different client or location from the dropdown. If the new location isn’t already listed, you can type it in and add it as a new client/location.
2. Rearrange Daily Trips: You can rearrange the order of trips by dragging and dropping the trip rows into the desired order, or by using the button to insert a new row above or below an existing one.
3. Add a Stop Between Trips: If you need to insert a stop between two existing trips, use the + button to add a new row and select the appropriate client/location.
4. Modify the Trip Purpose: Click on the trip purpose field to select or change the purpose of the trip. You can also add a new trip purpose here.
5. Modify Distance Traveled Manually: You can manually adjust the distance traveled for a specific trip by clicking on the distance field and entering a new value.
6. Add or Modify Time of Arrival: Adjust the current timestamp or add a new one by clicking on the clock icon at the end of the row and selecting a different time.
7. Add an Odometer Reading: You can add or modify the odometer reading for a trip by clicking the odometer icon at the end of the row.
8. Mark Trip as Flight: Click the blue airplane icon at the end of the row to sets the trip’s distance to 0, ensuring it is not counted as business or personal mileage. The calculated distance between the origin and destination is saved for reference but excluded from mileage totals.
8. Delete a Trip/Stop: Click the trashcan icon at the end of the row to delete the trip from the day’s timeline.
9. Transfer or Copy Entire Day’s Trips: Click on the “Transfer / Copy Entire Day” button at the bottom of the screen to transfer or copy all trips from the selected day to another day, or to another vehicle. You can also copy the trips to both a different day and a different vehicle at once.
Once you have completed your changes, remember to click Save to keep your modifications.
General Tips for Modifying Trips
Refueling/Charging as a Trip Purpose: Refueling or charging trips are neutral. If a refueling/charging trip is recorded between two business trips, it will be considered a business trip. If it occurs between personal trips, it will be considered personal. The type of trip before and after will determine its classification.
Recurring Daily Trips: If you need to update recurring trips, you can reload previously set recurring trips in the Trips menu to ensure they align with changes made in the system.
- Transfer/Copy Entire Day: This feature can also be accessed from the Useful Tools drop-down menu, so you don’t have to enter Day View.
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