Zefir Work Profile: How to Expense Your Trips

The Zefir work profile feature is designed to make life easier for business travelers. By setting up a work profile, you can streamline the process of expensing your trips, keep accurate records, and integrate with your company’s expense management system. Try setting up your work profile in Zefir today and experience a more efficient way to manage your business travel expenses.

Tips

For business travelers, managing and expensing travel costs can be a tedious task. Zefir’s work profile feature is designed to simplify this process, making it easier to keep track of your business travel expenses. In this article, we will explain how to set up a work profile in Zefir and how to use it to expense your trips effectively.

Setting Up a Work Profile

Creating a work profile in Zefir is easy and quick. Here’s how you can do it:

  • Open the Zefir App: Launch the Zefir app on your smartphone.
  • Navigate to Profile Settings: Go to the profile settings section from the main menu.
  • Select 'Create Work Profile': Tap on the option to create a work profile.
  • Enter Business Details: Input your business information, including company name, email address, and billing details.
  • Save Profile: Save your work profile settings. You can now start using it for business-related rides.
  • How to Expense Your Trips

  • Select Work Profile for Rides: When booking a ride for business purposes, select your work profile as the payment method.
  • Automatic Receipts: Zefir will automatically send receipts to your registered business email address after each ride.
  • Expense Reports: Access your trip history and expense reports through the app. You can filter rides by date and download detailed reports for your records.
  • Integrate with Expense Management Tools: Zefir integrates with popular expense management tools, allowing for seamless transfer of ride expenses to your company’s accounting system.
  • Benefits of Using a Work Profile

  • Simplified Expense Tracking: Automatically receive receipts and keep track of all business-related rides in one place.
  • Efficient Reimbursement: Streamline the reimbursement process with detailed expense reports and integration with expense management tools.
  • Professional Billing: Use your company’s billing details for professional and accurate invoicing.
  • Tax Benefits: Easily segregate personal and business expenses for tax purposes, ensuring you can claim appropriate deductions.
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