What the Files section does
The Files section is a central place to store and access all files related to your business travel. Files are organized by trip and category, making it easy to find what you need.
Getting to Files
Click Files in the sidebar under the HOME section.
File categories
Every file belongs to one of these categories:
- Receipt — expense receipts from meals, fuel, accommodation, and other purchases
- Document — contracts, authorizations, reports, and other formal documents
- Photo — photos taken during trips
- Booking — travel booking confirmations, hotel reservations, and similar
- Attachment — general attachments that do not fit another category
- Other — anything else
Uploading a file
- Click the Upload button in the top-right of the Files page.
- In the upload modal, optionally select a trip to attach the file to. If you leave this blank, the file is saved as a general reference document not attached to any specific trip.
- Select a category.
- Drop a file onto the drop zone or click to select one from your device.
- Click Upload.
Supported file types: PDF, images (JPEG, PNG, GIF, WebP), Word documents (.doc, .docx), Excel files (.xls, .xlsx), and plain text files. Maximum file size: 10 MB per file.
Browsing and filtering files
The left sidebar of the Files page provides views:
- All Files — every file you have uploaded
- Recent — files uploaded recently
- Trips — files organized by trip
- Receipts — only receipt files
- Documents — only document files
- Photos — only photo files
- Reward Cards — reward and loyalty card files
Use the search field to find files by name. Use the category filter and sort options to narrow results.
Viewing a file
Click any file row to open the file detail panel on the right. The panel shows the file name, category, size, upload date, and the trip it is attached to (if any). From the panel you can download or delete the file.
Downloading a file
Click the download icon on a file row, or open the file detail panel and click Download. A temporary download link is generated and the file opens or downloads in your browser.
Deleting a file
Click the delete icon on a file row or use the delete option in the file detail panel. A confirmation modal appears before the file is permanently deleted. Deleted files cannot be recovered.
Storage limits
Your account has a storage limit. The current usage is shown in the storage meter in the top-right of the Files page. If you reach your limit, you will need to delete files before uploading new ones.
Tips
- Files attached to a trip are also accessible from within that trip's workspace.
- Uploading a file without selecting a trip is useful for reference documents you want to keep on hand but that are not specific to one trip.
- Use the Trips view to see all files grouped by the trip they belong to.