Payment and finance

Budgets

• Setting up budgets
• Manage expenses with budgets
• Set up dynamic budgets on travel policies
• Using Business Insights

Payments

• Join the Invoice Collection Service
• Paying for trips on TravelPerk
• Download an invoice
• Set up a direct debit/ACH debit payment profile
• Pay for a trip with a credit or debit card
• Top-up payment profiles

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Reporting

• Access reporting for approvers
• Create a new label
• Find information about credit transactions
• Create a travel spend report
• Filter reports using labels