Travel Fund Name
A travel fund name which must be unique
Note: Funds of a different type can use the same name. For example, a Travel Fund and a Project fund can use the same name.
Topic / Category
Topic or category that relates to your Travel Fund. Click after you select category/ categories.
Brief statement of why your Travel Fund is important to support.
A link to website that you want to associate with the fund.
The specific URL where people can apply for travel fund.
Start date of your travel fund.
Ens date of your travel fund.
Travel Fund Logo
Symbol or other design adopted by your organization identifies your Travel Fund. Click Browse to upload a JPG, PNG, or SVG file that should be 2MB max.
A color that you want use as your travel fund brand. Enter a hexadecimal number or click in the field to open the color picker.
Travel fund beneficiaries are individuals who receive invitation from Expensify (an expense management application) to submit reimbursement for their expenses.
Note: You will be automatically added as a beneficiary when you submit a new travel fund application. To add more beneficiaries, click + Add beneficiary and complete the fields that appear.
Name of the person who you want to designate as a beneficiary of funds.
Email of the individual.
Click after you enter name and email address of the person you want to add as a beneficiary.
Annual Travel Fund Budget Total is a total funding budget for the year. The Total Budget is the sum of the individual goal amounts.
Enable goals for how you want to distribute funds in your Travel fund, and complete the fields that appear—see the example below. Enter a percentage of your Annual Travel Fund amount to designate towards the goal.
The Financial Summary shows the annual financial goal and progress towards it by individual goal.
Read and agree to the Terms and Conditions, and Submit the application.