Set up
Managing users & groups
- Inviting users to your company
- Adding users to your company
- Creating and managing groups
- Setting up and using departments
- What are the different roles and permissions?
- Editing team member profiles
Booking for admins & managers
- Booking trips for other team members
- How to send a notification to another user when making a booking?
- Can I add bookings that I made outside of TruTrip?
- Fare comparisons & benchmarks
- Understanding the "Price to Beat"
- How to setup preferred hotels
Approvals
- What are all the different approval settings?
- How does the approval flow work?
- Approving or rejecting a booking request
- Setting up rule based approvals
- How to set up multiple (double) approvals for a booking
- How can I change the approver when making a booking?
Payments & Invoicing for admins and managers
- How to use Budgets
- How to set up your invoice profile(s)
- Customising your invoice pdf file
- Assigning payment methods to your travellers and groups
- How does multi currency billing work?
- How to Withdraw from a Deposit account in TruTrip