Payment and finance

Budgets

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

Payments

• Paying for trips on TravelPerk
• Pay for a trip with a credit or debit card
• Top-up payment profiles
• Set up a direct debit/ACH debit payment profile
• Create a payment profile
• Edit, delete or archive a payment profile

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Reporting

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

Invoices and billing documents

• Understanding TravelPerk's billing documents
• Download an invoice or billing document
• Change the invoice frequency
• Join the Invoice Collection Service