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Record a trip

The trip list, adding a trip from the "Add a trip" window, editing, duplicating and deleting.

The Travel Log records your business trips: an appointment at a customer's, collecting equipment from a supplier, an on-site audit. Each trip carries a date, a contact, a description and a distance, converted into a cost according to your mileage rate. The page sits under the Route Sheets menu entry; the « Nouveau trajet » (new trip) shortcut opens the add window directly.

The Travel Log page: indicators, chart and trip list
  1. Four indicators sum up the kilometres, the trips of the month, the estimated cost and the linked documents.
  2. The chart shows how your trips evolve, by month or by year.
  3. The list holds every trip, with the search box and the filters above it.
  4. Click the add button at the top right to record a trip.

What you will do

  • Read the trip list and filter it.
  • Add a trip with a calculated or manually entered distance.
  • Edit, duplicate or delete a trip.
  • Understand the locked state when the add-on is not active.

The trip list

The Trip list card shows the number of entries and one line per trip.

Column Content
Date Date of the trip. The number of the linked document appears underneath, if there is one.
Customer / Supplier Avatar, name, Customer or Supplier badge, address and country flag.
Description Reason for the trip, then the internal note in smaller type.
Distance Kilometres of the trip.
Cost Distance multiplied by the mileage rate.
Actions Edit, Duplicate, Delete (on hover over the line).

Three tools filter the display: the Search... field, the « Tous les contacts » (all contacts) selector and the All periods, This month, Previous month, This year periods. The All dates button accepts a custom range. At the bottom, « Afficher … par page » (show … per page) offers 15, 25, 50 or 100 lines.

The list with its columns, the search box and the filters
  1. The columns give the date, the contact, the description, the distance and the cost.
  2. The search box filters the list while you type.
  3. The period filter narrows the page to this month, last month or this year.
  4. As long as no trip exists, the list shows this message.

Add a trip

  1. Click Add at the top right (or « Nouveau trajet » in the menu).
  2. Choose the Date. Today by default.
  3. Under Type, choose Customer or Supplier, then select the contact in the list that appears. Search works inside the selector.
  4. As soon as a contact is chosen, Novadesko calculates the route from your company address and prefills Distance (km) with the round trip. Click the One way or Round trip chip to switch, or correct the value by hand.
  5. Enter the Trip description: the reason, which is required.
  6. Check the Estimated cost (€), calculated automatically.
  7. Optionally add a Note (optional), for example "A4 toll reimbursed".
  8. Click Save. The message "Trip added." confirms.
The Add a trip window
  1. Click the add button at the top right to record a trip.
  2. The window opens with today's date already filled in.
  3. Search for the contact you visited and select it.
  4. The app then works out the distance from your company address, then the estimated cost. You can correct the distance.
  5. Save: the trip joins the list and the indicators.
Choosing the type: Customer or Supplier
  1. The window opens with today's date already filled in.
  2. Click the type field.
  3. Two choices appear: a customer or a supplier.
  4. The search field below adapts to the type you chose.
Field Required Remark
Date Yes Date of the trip.
Type No Customer or Supplier; determines the next selector.
Customer or Supplier Yes if a type is chosen Only one of the two, never both.
Trip description Yes Reason for the trip.
Distance (km) Yes Decimals accepted (comma or point).
Estimated cost (€) Calculated Distance x mileage rate, not editable.
Note (optional) No Internal text, shown under the description in the list.
Note

A trip must be attached to a customer, a supplier or a document. Without a contact, saving is refused with the message "Please select a customer, a supplier, or a document."

Edit, duplicate, delete

  • Edit (pencil) reopens the window with the trip's values. The estimate is run again for information; the distance entered is not overwritten.
  • Duplicate (copy) opens a prefilled window, dated today, subtitled « Copie du déplacement du … » (copy of the trip of …). Handy for a recurring trip.
  • Delete (bin) asks for confirmation: "Delete this trip?". Deletion is permanent.
The fields of the window, identical for adding and editing
  1. Editing opens the same window as adding, with the same fields.
  2. If you change the contact, the route is recalculated from the company address.
  3. The app then works out the distance from your company address, then the estimated cost. You can correct the distance.
  4. Save: the trip joins the list and the indicators.

Locked page

The travel log is an add-on available from the Pro plan. Without it, the page shows a « Disponible à partir de la formule Pro » (available from the Pro plan) banner, indicators at zero and the « Cahier de route non activé » (travel log not activated) state. Add, Export and the line actions respond with an information message. Click « Voir les formules » (see the plans) to activate the add-on.

The locked page without the travel log add-on
  1. Without the add-on, a banner reminds you which plan is required.
  2. The list is replaced by an activation message.
  3. The button in the banner opens the plans page.
Warning

The demo account does not have the add-on: you will always see the locked page there.

Empty list

As long as no trip is recorded, the list shows "No trips recorded" with an Add button. If filters are active, the message becomes « Aucun déplacement ne correspond à ces filtres. » (no trip matches these filters).

The empty state of the list
  1. As long as no trip exists, the list shows this message.
  2. Click the add button at the top right to record a trip.
  3. The window opens with today's date already filled in.

Dark mode

The page follows the app theme: chart, badges and table switch to dark colours.

The travel log in dark mode
  1. The page follows the chosen theme: switch the theme of this documentation to see it in dark mode.
  2. The chart shows how your trips evolve, by month or by year.
  3. The list holds every trip, with the search box and the filters above it.

See also