Company administration
Approving travel
- Understanding approval processes
- Set up an approval process
- Approve a trip
- Edit, archive or delete an approval process
- Turn on out-of-office approvals
- Manage approvals for trip changes
Company set up
- Add FlexiPerk to all trips
- Understanding FlexiPerk
- Add a VAT number to a company
- Add, edit or delete companies
- Add and edit company addresses on your account
- Understanding the account structure on TravelPerk
Groups and labels
- Cost centers, custom fields, labels and groups
- User profile and Booking custom fields
- Create custom fields
- Edit or archive custom fields
- Add traveler information to custom fields
- Make labels mandatory for all trips
Managing travel policies
User management
- Add or remove travelers assigned to a Travel Manager
- Add a new user to your account
- Assigning travelers to payment profiles
- Change a user's role
- Set up the Travel Manager role
- Give and restrict access to TravelPerk