Getting started
Dashboard overview
A practical walkthrough of how to use Tripwise — from uploading your first data file to generating a report for a client.
The weekly reconciliation routine
Most teams run Tripwise on a regular cycle — weekly, fortnightly, or after each supplier settlement period. The routine is the same each time:
Export your data files
Pull the latest exports from your booking system, your payment provider, and your supplier confirmation source. These are usually CSV files you can download directly from each platform.
Upload each file to Tripwise
Go to the Upload section, select the type of data you are uploading — bookings, payments, or supplier confirmations — and upload the file. Repeat for each of the three.
Wait for processing
Tripwise processes the files automatically. For most teams this takes less than a minute. You can track progress from the Imports section.
Review the Overview page
Once processing is complete, the Overview page shows you how many issues were found, how much money is at risk, and which type of problem is most urgent. The recommendation panel tells you where to start.
Work through the exception queue
Go to the Exceptions section. Start with Critical and High severity issues. For each one, investigate, take whatever action is needed outside Tripwise, then record what you did and mark it resolved.
Generate a report if needed
If you need to share findings with a client or with senior management, the Reports section produces a clean, printable summary of everything that was found and resolved.
What each section of the dashboard does
Overview
Your starting point. Shows the headline numbers — how many issues are open, how many are critical, how much money is at risk — plus a list of the most urgent individual exceptions and a recommendation on where to focus first.
Imports
A record of every data file you have uploaded. From here you can check whether a file processed successfully, see how many records it contained, and drill into the specific issues it produced.
Upload
Where you upload new data files. Choose the type of data, select the file from your computer, and submit. The file is processed in the background.
Exceptions
The full list of issues Tripwise has detected. You can filter by urgency, type of problem, or current status. Each row links to a detail page where you can take action.
Reports
Generates a structured summary of your exception data that you can print or save as a PDF. Designed to be handed to a client or presented to management.
Understanding the Overview page
The four numbers at the top of the Overview page give you an immediate sense of the state of your operations:
- Open exceptions is the total number of unresolved issues your team needs to work through.
- Critical is the number of those issues that carry the highest urgency — typically captured payments with no confirmed booking. These should be addressed the same day.
- Amount at risk is the total financial value associated with open exceptions. This is the money that could be lost if no action is taken.
- Imported records is the total volume of data Tripwise has processed to date.
Below those numbers, the Top exceptions table shows the individual issues most worth your immediate attention — ordered by severity, then by the amount at stake. Clicking any row takes you directly to that exception.
The Recommendation panel tells you, in plain language, which category of problem is driving the most financial risk right now and what to do about it first.
Accounts and access
Each person who uses Tripwise signs in with their own account. All data is scoped to your organisation, so your team's imports, exceptions, and reports are private to you.
If your organisation manages data for multiple clients, you can switch between them using the organisation switcher in the top-right corner. Each client's data is completely separate.
Audit trail