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Company settings
Company settings
Resources for administrators and owners to manage users, departments, settings, or billing.
29 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
International SOS Integration
Learn how to integrate Travelstop with International SOS for duty of care functions.
Written by
Tanya Singh
Updated this week
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 this week
Troubleshooting guide (Quickbooks Online)
How to fix common integration issues with QuickBooks Online
Written by
Altaf
Updated over a week ago