Trip settlement

Reconcile a trip’s advance against actual expenses.

Settlement closes a trip by comparing the advance issued to the Actual Expenses, then refunding or reimbursing the difference.

Settle a trip

Open the completed trip.
Ensure all trip expenses are logged.
Run settlement — it compares Advance Used vs Actual Expenses.
Resolve the balance: the traveler returns surplus, or is reimbursed for overspend.