Company settings

Resources for administrators and owners to manage users, departments, settings, or billing.

28 articles in this collection
Written by Altaf, Salil Menon, and Tanya Singh

Custom fields

Learn how to create a custom fields which allows you to add new fields to suit the needs of your organization.

Written by Altaf
Updated over a week ago

Sign up mode

Manage how people sign up for your company

Written by Altaf
Updated over a week ago

Invite or add new members

Learn how you can invite new members to join your company on Travelstop.

Written by Altaf
Updated over a week ago

Default reporting currency

Learn how to change the base currency for your company.

Written by Salil Menon
Updated over a week ago

Create groups

Learn what can you do with groups and how to create one.

Written by Salil Menon
Updated over a week ago

Create cost centres

Learn what can you do with cost centres and how to create one.

Written by Salil Menon
Updated over a week ago

Transfer primary ownership

Learn how to transfer the company ownership to another member of the company.

Written by Altaf
Updated over a week ago

Remove a member from the company

Learn how you can remove members from your company on Travelstop.

Written by Altaf
Updated over a week ago

Admin notifications

Learn how to set up email notifications when important events occur in your company.

Written by Salil Menon
Updated over a week ago

Billing

Find answers to common questions about billing and subscription plans.

Written by Altaf
Updated over a week ago

Travel

Travel policy

Learn how you can set a simple travel policy for your company.

Written by Altaf
Updated over a week ago

Trip approvals

Learn how you can set up a customised approval process for your company

Written by Altaf
Updated over a week ago

Tags

Learn how to create tags to track trips that are related to the same project, cost centre or event.

Written by Altaf
Updated over a week ago

Payment methods (company)

Learn how to manage company payment methods

Written by Altaf
Updated over a week ago

Expenses

Expense policy

Learn how you can set an expense policy for your company.

Written by Altaf
Updated over a week ago

Expense approvals

Learn how you can set up a customised expense approval process for your company

Written by Salil Menon
Updated over a week ago

Two-step approval process

Learn how you can enable a simple two-step approval process for your expense reports.

Written by Salil Menon
Updated over a week ago

Expense categories

Learn everything about setting up expense categories and aligning them with your accounting system

Written by Salil Menon
Updated over a week ago

Tax tracking for expenses

Learn how you can set up tax tracking and apply a tax rate to each expense.

Written by Altaf
Updated over a week ago

Mileage tracking

Learn how to set your reimbursable mileage rates and allow your employees to claim mileage expenses.

Written by Salil Menon
Updated over a week ago

Recording reimbursements

Learn how to record reimbursements for your employee's expense reports

Written by Salil Menon
Updated over a week ago

Xero configurations

Learn how you can map your expense categories and tax information with Xero

Written by Altaf
Updated over a week ago

Export options

Check out all the different ways to export your expense reports from Travelstop

Written by Altaf
Updated over a week ago

Custom CSV template

Learn how to create a custom template for data export

Written by Salil Menon
Updated over a week ago

Integrations

Troubleshooting guide (Xero)

How to fix common integration issues with Xero

Written by Tanya Singh
Updated over a week ago

QuickBooks Online integration

Learn how to integrate Travelstop Expenses with QuickBooks Online accounting software

Written by Altaf
Updated over a week ago

Xero integration

Learn how to integrate Travelstop Expenses with Xero accounting software.

Written by Altaf
Updated over a week ago

Troubleshooting guide (Quickbooks Online)

How to fix common integration issues with QuickBooks Online

Written by Altaf
Updated over a week ago