- 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 travelers can only belong to one company at a time. All trips are invoiced to the company the traveler 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 travelers will automatically be assigned to the default company.
To learn more, see Understanding the account structure on TravelPerk.
Add a company
- Go to Account settings
- Under Account, select Companies
- Click New company
- Enter the company name, address and VAT number. You can also enter an address display name like San Francisco HQ
- Click Save
- To add users, select the company and then click Manage people or use an identity provider such as SSO
Edit a company
- Go to Account settings
- Under Account, select Companies
- On the company you want to edit, click the 3 dots and then Edit details
Delete a company
- Go to Account settings
- Under Account, select Companies
- On the company you want to delete, click the 3 dots and then Delete company
- If the company has travelers assigned to it, you will need to choose whether to Assign them to another company or Remove them
- Check the box that you understand deleting the company will also archive the payment profiles
- Click Delete company
Flexible invoicing
Flexible invoicing allows any travelers 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.
- Go to Account settings
- Under Account, select Companies
- Under Flexible invoicing, tick the box All people can invoice trips to any company