For admins & managers

Setting up your company account

• Getting started with TruTrip
• How does the free trial work?
• Changing your currency
• How to set up policies & approvals
• Setting up labels for budgets, projects and cost control
• Setting up Forced Single Sign-On (SSO)

See all 7 articles

Managing users & groups

• Adding users to your company
• Creating and managing groups
• What are the different roles and permissions?
• Editing team member profiles
• Adding guests to TruTrip
• Deactivating or suspending user accounts

Managing bookings

• 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?
• What happens when the fare price or availability changes before it's approved (booked)?
• Fare comparisons & benchmarks (beta)

Approvals

• How does the approval flow work?
• Approving or rejecting a booking request
• How can I change the approver when making a booking?
• Fast approvals

Payments & Invoicing for admins and managers

• How to set up your invoice profile(s)
• Assigning payment methods to your travellers and groups
• How does multi currency billing work?
• How to Withdraw from a Deposit account in TruTrip
• How to set up deposits as a payment method
• How do summary invoices work?

Optimizing travel-spend

• Setting up and understanding the Carbon Footprint report
• The different report types available
• Exporting your reports data

Integrations & specialist services

• How to set up Volopay as a payment method
• TruFlex FAQ