Add, edit or delete companies

• Only Admins can use this feature

If your company has more than one legal entity, you’ll need to add a new company for each entity to your account.

This will help you manage people and payments for each legal entity and make sure your trips are invoiced correctly.

There is no limit to the number of companies you can create, but users can only belong to one company at a time. All trips are invoiced to the company the user is assigned to. 

You’ll need to add at least one payment profile with a payment method for each company.

If you have more than one company, you can set any of them as the default. New users will automatically be assigned to the default company.

To learn more, see Understanding your account structure on TravelPerk. 

Add a company

1. Go to Account settings, then Companies
2. Click New company
3. Enter the company name, address, and VAT number. You can also enter an address display name like San Francisco HQ
4. Click Save
5. To add users, select the company and then click Manage people or use an identity provider such as SSO

Edit a company

1. Go to Account settings, then Companies
2. On the company you want to edit, click the 3 dots and then Edit details
   
   

Delete a company

1. Go to Account settings, then Companies
2. On the company you want to delete, click the 3 dots and then Delete company
3. If the company has users assigned to it, you will need to choose whether to Assign them to another company or to Remove them
4. Check the box that you understand deleting the company will also archive the payment profiles
5. Click Delete company
   
   

Flexible invoicing

Flexible invoicing allows any users to select the company and payment profile they want to use for their trip. Admins have access to all companies and payment profiles on their account. 

1. Go to Account settings, then Companies
2. Under Flexible invoicing, tick the box All people can invoice trips to any company