Accounts
An account is the first thing you create when you sign up to TravelPerk. Each company has one account on the platform and you can choose the account name.
Settings and features such as travel policies, approval processes, cost centers, labels and integrations are managed on an account level.
Companies
If your company has more than one legal entity, you’ll need to add a new company to your account for each entity.
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 user is assigned to.
For more information, see Add, edit or delete a company.
Payment profiles
Payment profiles are our way of managing how travelers from each company pay for their trips. They define how and when you'll pay, the currency and how we'll invoice you.
- A company can have multiple payment profiles, but each payment profile can only belong to one company.
- Payment profiles for a company are only available to travelers assigned to that company. You can assign travelers to more than one payment profile. You can also choose to have Flexible invoicing.
- You can set the permissions for your payment profile to everyone in the company or specific people. Admins and Travel Managers have access to all company payment profiles.
- Travelers can add personal payment profiles with their personal credit/debit cards. Personal payment profiles are only visible to the user.
Here is an example of an account with 4 companies and several payment profiles.