Here’s how to use the Travel module and connect your Rindegastos account with COCHA to allow submitters to create and associate expenses to their trips easily and quickly on the Rindegastos web platform.
Note: This feature is available for Rindegastos Chile 🇨🇱
Topics you will find in this article:
What is the Travel module in Rindegastos?
The Travel module allows companies to manage the total cost of trips in one place and add expenses incurred during the stay, where the submitter can associate their expenses with the trip information.
Travel allows connecting the travel agency COCHA directly with Rindegastos, making the expense submission process more complete and helping to keep the information in one place, reconciled.
What are the requirements to use Travel in Rindegastos with COCHA?
Companies that want to use this new functionality must meet the following requirements:
Have an Enterprise plan in Rindegastos Chile 🇨🇱 with active billing.
Use the latest version of Rindegastos.
Use COCHA Corporate to purchase tickets.
Accept terms and conditions and data processing.
The following cases do not apply:
Personal COCHA trips
COCHA corporate trips purchased by the submitter in COCHA
What benefits does the Travel module in Rindegastos provide?
The Travel module benefits all Rindegastos roles as follows:
Submitter: Will have access to their trip information (flight, hotel, car rental).
Approver: Will have access to more information about the trip, including services and dates, in order to review and approve expenses related to the trip within those dates.
Administrator: Will have a clear view of the submitter’s total trip cost, including both the agency and Rindegastos expenses, helping future budget calculations and comparisons between submitters' trips.
Once the report is closed and approved, Rindegastos will share the expense information with COCHA to provide the company with a unified expense report.
How do I enable the Travel module in Rindegastos?
To enable the Travel module in your company's Rindegastos account, follow these steps:
In the Rindegastos web platform, from the Administrator menu, select the Travel option.
Click the "Enable travel" button.
Complete the requested data and done! Our team will soon contact you to indicate the next steps.
Please note that this process with COCHA requires meeting the previously mentioned requirements and has an execution time.
Once the Travel module is available on your Rindegastos account, follow these steps:
In the Rindegastos web platform, from the Administrator menu, select the Travel option.
Click the "Activate Travel Module" button to allow the creation of trip reports linked to COCHA.
Enter the company's ID Number (RUT) used for corporate trip purchases in COCHA.
Add users who travel so they can view trips in their profile.
Add the submitters’ ID Number (RUT) to enable them to view travel reports.
Finally, click "Save Changes."
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!