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TripLog for Accountants - View Clients
TripLog for Accountants - View Clients

Viewing client Data and Running Reports

Updated over a week ago

Accessing Your Client’s Data

With TripLog For Accountants, you can access and view reports your clients. To access your client’s account, please log in to, then click the arrow next to the name of your organization at the top of the screen. A drop down menu should appear listing your client’s organizations (see below).

You can then click on your client’s organization to navigate in to their account. Once in your client’s account you can generate reports for your clients. You can use the Reporting to customize reports and generate a report for a specific period or the full tax year.

Please refer to the reporting help file for more information

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