Manage cost centers

• Only Admins can use this feature

Cost centers are a way to group, monitor, and manage trip costs for the same department or project. 

Add a new cost center

1. Go to Account settings
2. Under Cost management select Cost centers
3. Click Create new
4. Enter a name for the cost center and click Save

If a user is created with a cost center that doesn't exist on the platform, a new cost center will be created automatically.

Add travelers to a cost center

1. Go to Account settings
2. Under Cost management select Cost centers
3. Click the cost center you want to add travelers to
4. Search for the travelers you want to add by name or email and click on their name
5. Click Save cost center

Remove travelers from a cost center

1. Go to Account settings
2. Under Cost management select Cost centers
3. Click the cost center you want to remove travelers from
4. Find the travelers you want to remove from the list
5. Click the X next to their email 
6. Click Save cost center

Assign a trip to a cost center

You can assign a trip to a cost center before payment:

1. Once you've finished selecting your trip, click Continue
2. On the Payment page, under Invoice to, select the company you want the trip invoiced to
3. Under Pay with, select the payment profile you want the trip invoiced to
4. Add the Cost center and Labels
5. Click Confirm payment or Request approval

Note: Depending on your company settings, you can select all or some of the available options.

Manage access to cost centers

Admins can create, see, and select all cost centers when booking, even if they are assigned to a specific one.

Users can only be assigned to one cost center at a time and it is preselected for them at checkout. 

You can make all cost centers available to everyone and/or mandatory for all trips. 

1. Go to Account settings
2. Under Cost management select Cost centers
3. In Settings check the boxes Make all cost centers visible to everyone and/or Make cost center mandatory for all trips

You can use the cost centers API to create and manage cost centers on TravelPerk.

You can't edit the cost center for a booking after it has been confirmed.