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Convert a trip into a group

Comments

5 comments

  • Gwiin Correa

    The much-needed links do not work in this article so I am unable to convert my trip to a group.  Please advise.  

    0
  • Alan

    Hi Gwiin! I have double-checked these two links and they do appear to be working, so it is possible that one of my teammates has already jumped in to take care of this. Let me know if you run into any further questions!

    0
  • Chrisheena Lynne

    Is there someone I can call to walk me through this? I still have specific questions for my group regarding forms and invoices that already exist.

    0
  • Sandra Braxton

    This feature really needs help.  My trips are made with Group funds already existing because I create a direct invoice for my research fee.  After it is clear that the 1 trip is going to become a multi passenger group, I should be able to move the trip without problems into the Group.  I always get the error message that because my trip and Group has group funds enabled that I can't move the trip.  This causes duplication in my dashboard.  I really wish you guys could change this.  It would make my experience better.

    1
  • Chelsey Moise

    Hi Sandra Braxton! Thank you so much for your insights here - I can see how this could be made better for your workflow. I have shared this with our team! As a workaround in the meantime, one option here would be to archive the previous trip with the research fee and add any necessary documentation to the files tab on the new trip. 

    1

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