Trip Book 4.5 now with improved user experience! User Manual
Contents
1. Cloud Sync is a paid auto renewable subscription 1DataCrunch Sync is a full featured and advanced fine grained implementation of sync patent pending It is more flexible and full featured compared to other sync mechanisms Visit the app page on iTunes for pricing and payment details this information is also available inside the app when you touch on Sync Cloud sync allows for data on various devices that you own to be synchronized at a fine grained level What this means is that you could change individual history items or forecasts or add new forecast books and all your devices upon sync will have the same data iDataCrunch Sync server is used to store and manage the sync process Sync uses your internet connection If you are on a bandwidth constrained 3G plan consider using sync only when you are in a Wi Fi spot First step in sync is to purchase the sync feature within the application You only need to purchase this subscription on one device it will transfer to all your devices with no additional charge Make sure you are online either through W1 Fi or 3G purchase will not work in offline mode Touch Sync to get started you will see a dialog box showing details of what sync is touch More Details Pause for a second or so and you should see a dialog box showing the details of purchase price length of subscription and terms of payment If you want to continue to purchase touch Purchase you will get one more confirmation dialog2. Trip Book 4 5 now with improved user experience User Manual 2014 iDataCrunch LLC 000 Verizon 1 54 AM http www idatacrunch com For Cloud Sync instructions please scroll down Zs O ete Sat Apr 26 2014 Starting Notes 2014 Trips Apr 26 2014 2013 Trips Nov 27 2013 Oct 18 2013 Aug 29 2013 Apr 24 2013 Swipe Right to Left to Delete Hawaii Vegas Vancouver Asia trip Europe trip 5116 87 589 72 1749 00 4872 95 7251 00 TripBook 4 5 C 2014 iDataCrunch LLC www idatacrunch com Trips nae gg Create a New Trip Create a new Trip by touching New Trip Under the Trips tab Optionally enter a description for the trip in the Notes field type in the description you can enter multiple lines and then touch on the background Select a start date for the trip You can also use the date picker to select a date Touch the Create button you should now see an entry in the Trips table Navigation You can either touch the tab menu icons at the bottom or swipe right left to navigate to the different screens 000 Verizon 1 56 AM 5 3 Trip Hawaii 4 KE te gt MM DD f 02 00 PM A Now Snorkeling gear all set to enjoy the afternoon s malls e e x Cat amp Pictures U Update Add New g D y 4 Total 724 00 09 30 AM 15 00 Brea 10 00 AM 20 00 Wal 12 00 PM 200 00 Wal 02 00PM 32 00 Sno 06 30 PM 30 00 Wat 07 00 P
3. Sync completed successfully 04 24 2013 08 49 10 Options Options History Forecast Once you are logged in you will see the above screen First Syne Note that the first syne will be slow as it will push your images to the server Please make sure to use high bandwidth Wi Fi t may also consume significant bandwidth depending upon the amount of data you have stored Sync transmits images in batches and if you have lots of images will you be prompted to Sync repeatedly Please delete unused past trips to speed up Sync and save space Now you can sync by touching the Sync button doing so will publish and reconcile your data to the 1iDataCrunch Cloud Make sure that you are connected to the internet Repeat the same process on your other devices and data will be synchronized across all your devices any change that you make on one device will be available on another device after you touch sync Note You must explicitly touch Sync button to synchronize your data each time on each device Once you have performed Sync from all the devices all your devices will contain the same information Logging out If you want to log out touch Log Out You will have to reenter your password by touching existing user and entering your credentials Changing Password Touch on Change Pwd and you will be prompted to change your password Once you change your password on one device effectively you are updating your password on the iDataCrunch cloud
4. to access app data on the device review terms and conditions Once you make a change on one device make sure to touch Sync to post that to the server On the receiving end to receive latest updates click on Sync Family sync can be a great and fun feature to enjoy your trip expenses as you can exchange trip notes seamlessly Multi User Sync If you sync with another users data all your data will be visible to them as well however if you sign out and sign back as yourself you will stop publishing to them For example Tom syncs his data with Susan by allowing Susan to login into iDataCrunch from his device using her credentials and then touching Sync At this point all of Susan s data will come down to Tom s device all of Tom s data will be posted to Susan s iDataCrunch cloud account Now Susan could Sign Out from Tom s device At this point Tom will see Susan s data as a snapshot any changes he makes will not post to Susan s account Tom can then log back in to his own iDataCrunch account and Sync At this point Tom s account will have all his data Susan s data other devices that Tom uses will have this data upon sync Once Susan syncs her devices all of Tom s data will be visible to her across all devices along with her own data At this point Tom and Susan both have each other s trips on their devices However any changes they make are only published to their account If they want to be able to share and
5. you need to go on other devices and touch on Log Out and then re login using your new password by touching existing user Lost Password At this time this process requires sending an email to support idatacrunch com Touch on the info icon the 1 icon on the Sync view this will bring up a dialog box with a reference ID in your email please mention the reference id we cannot reset your password without this reference ID for security reasons You can simplify this process as follows After touching the info icon take a snap of the screen by touching the Home button and the power button at the same time This picture will be in your album now open your photo album and then email that image to support idatacrunch com small resolution is fine Turn around time is about 48 hours and in some cases it could take longer Future enhancements will make this process easier and automated Sharing amp Family Sync You can share your TripBook data with family members through Sync To enable this you have to login from the App on each device using the same 1DataCrunch Credentials on the Sync Tab Note that each device needs to have the sync purchased available if you use same Apple ID on all the family devices your sync purchase will transfer without charge Once you login from a device you are authorizing all the data in that device to be synchronized with the cloud bi directionally By Syncing from a device you represent that you are authorized
6. M 25 00 Dinn 07 30 PM 38 00 RM e rom gt a a ama a gt da Se GO P Expenses Enter itinerary amp expenses Touch Expenses here you can enter your itinerary expenses for the trip Make sure you are on the correct date Choose the time using the slider iPad users can also use the now button to set time Type in a description for the expense activity log e g Trip to Eiffel Tower Enter in an expense amount optionally touch on the currency of the expense see settings to edit conversion rates Now touch the Add button and your log will be added If you want to categorize and add images touch Category amp Pictures o Touch on a category for the expense or enter your own in the Other text field o You can scroll down and add a new custom category in the custom category table or choose an existing custom category that you setup o You can either tag an existing image from your roll or take a picture iPhone Touch Tag to select a picture from your roll o Camera support is available in iPhone only at this time iPad users can take pictures outside of the app and tag them To use the camera touch the camera icon this will bring up the camera take a picture and touch on Use Note that the pictures taken in TripBook are stored in medium resolution o Touch the back button Repeat these steps for expenses trip logs To edit an expense you already entered touch it on the table and make edits and t
7. asking if you want to purchase touch Confirm and your purchase should be done You will get an alert stating that the service is available on your device Transferring your purchase On other devices that you use make sure you are logged into device using your Apple ID the sync subscription purchase will transfer with no additional cost Touch on Sync and then More Details in the following screen touch Already Purchased and your purchase will be transferred this means that you have this feature available on both or more the devices Using Sync First step is to create an iDataCrunch User Account Do so by filling out the form on the Sync screen Make sure to agree to the Terms amp Conditions you can view them by clicking the button First touch Create User you must create user first before Sync This should create a user If you have already created a user on a different device touch Existing User and enter the credentials mi AT amp T 8 45 AM a i ATETA 8 49 AM oP New User Existing User Sign Out sting Us Sign Out Pwd Change Pwd Change Email Email support idatacrunch Reenter l O Reenter O Email Email Password Password ececececeeeceeoooo Reenter Reenter Password Password First First Name Name Last l 7 Last Name Name Hint Hint Question Question Hint Hint Answer Answer Agree to iDataCrunch LLC Terms amp Conditions 43S E Ne Create User Sync Sync Sync Status
8. conversion rates The conversion rates are not automatically updated Also the conversion rates are by trip for each trip you can enter a different conversion rate depending upon the timing of the trip o Besides Dollar Euro Pound you can add one other currency for a trip Touch Add Currency and then enter a name for the currency note that once entered this currency cannot be renamed or deleted so please pay attention during this step Once you add a custom currency make sure you enter the exchange rate if you happen to use any other currency besides it in that trip Detailed Budgets and Alerts e Budget Enter a budget for the trip optionally The analytics tab will show the balance o To enter detailed budgets by category touch budgets by category and in the following screen enter category wise budgets Note that if you set detailed budgets the total is calculated automatically for you if you previously setup a total budget that budget will be deleted upon entering detailed budgets e Alerts Touch alerts on off to disable enable alerts The alert threshold determines when alerts will be triggered for example if you leave the threshold at 10pc default alerts will be generated when your spending is lt 10pc of your budget The same logic applies to category wise budgets as the total budget Alerts are shown in the trips screen and in the analysis screen In the analysis screen you will see a warning icon when there are alerts Cloud Sync
9. ent period and identify the cost of the renewal Subscriptions may be managed by the user and auto renewal may be turned off by going to the user s Account Settings after purchase No cancellation of the current subscription is allowed during active subscription period Any unused portion of a free trial period if offered will be forfeited when the user purchases a subscription to that publication Useful Tips e On iPad if your app is ever stuck on the expense sheet and loses the bottom navigation bar restart your iPad and the situation will resolve itself To restart the iPad hold the power switch down for a few seconds you will then see a swipe to turn off message go ahead and swipe This issue has been addressed in version 1 2 e If you are using multiple currencies or will track in multiple currencies setup conversions rates at the beginning of the trip Support We love to hear from our users so please email us with your questions comments and suggestions for improvement We strongly encourage you to write a review for this app on the app store o Contact email support idatacrunch com 1DataCrunch LLC All rights reserved http www idatacrunch com
10. erizon 1 25 PM Trip Hawaii Email Settings x Include Images OFF Including images may slow send Wi Fi recommended Format igen ra Expense J rN My Currency Add Currency bd Trip Budget 1000 Budget By Category Update conversion rates if you use multiple currencies Currency amp Help Alerts are shown in app when spend approaches budget Alerts on O C Alert when lt 10 Left Review Rate TripBook Settings Clou Budget Alerts Thresholds Currency and Email e Touch settings to enter currency details budget alert thresholds and to send trip log csv emails Email e You can choose to attach all the images you have tagged taken within the app by selecting the include images to ON Note that this feature works best with Wi Fi enabled it may be very slow in 3G mode to attach pictures You can choose the format of the email either Trip Log or Expense Trip log is a friendly log itinerary of your activities during the trip that you can email to your friends family Expense will generate an expense report in the form of CSV file can be opened in Excel that you can email out Touch the Launch Email to send this out Currency e Enter your preferred currency for each trip you can tag a preferred currency all the analytics and expense reports will convert to this preferred currency If you happen to use more than 1 currency during the trip touch on the Currency Conversions and enter the
11. ouch the Update button To move an expense from one date to another touch it and then change the date in the date fields on the top and touch Update it will disappear from the current date you are on and be placed in the right page 0000 Verizon 1 54 AM Budget Hawaii Lodging 2270 00 44 Air Fare 1225 00 24 Shopping 602 00 12 Food 520 37 10 Car Rental 172 00 3 Transport 105 00 2 All Others 104 50 2 1729 1729 00 27 28 29 30 May 01 02 p Total 5116 87 Budget _ 5180 00 Balance 63 13 Ww G G 0 Trips Expen Analysis Settings Cloud S Analysis Touch analytics to see pie charts on your spending by category and by day as well as track your spending against your budget Touch on Budget Analysis to view your spending vs budget You can toggle between spend analysis and budget analysis by touching the button If you have alerts a yellow warning icon will appear in the Pie chart view touch it and a pop up will show you the alerts The same alerts are displayed in the Budget Analysis as well as warning icons To set the alert thresholds read below You can change your currency in the Settings tab and view analytics in a different currency For example if you want to see your spending but if your preferred currency was Euro then touch settings and change your preferred currency to and touch analytics again You can switch back your preferred currency at anytime in the settings V
12. see each other s updates they could us a common iDataCrunch account read terms and conditions and privacy policy Sync amp Delete Once you are synced if you delete an expense or a Trip that data will be deleted across all your devices using the iDataCrunch account when they Sync and your family devices if you are syncing with family members Unsubscribe Sync is implemented as an auto renewable subscription which means that your iTunes account will be debited with the cost of the Sync feature on a yearly basis If you want to discontinue the auto subscription you will have to do so from your iTunes account this can be done from your device by touching App Store app Touch Featured navigate to the bottom and click on your account you will see options for turning off auto renew Once a subscription is purchased it cannot be cancelled for the duration of the subscription year you can however cancel future renewals this is Apple policy we cannot make any exceptions Restrictions iDataCrunch could at any time impose restrictions on user creation and amount of data synced with its servers Terms amp Privacy Policy http www idatacrunch com About_ Us html Payment will be charged to iTunes Account at confirmation of purchase Subscription automatically renews unless auto renew is turned off at least 24 hours before the end of the current period Account will be charged for renewal within 24 hours prior to the end of the curr
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