Boost the information-gathering ability of your program with these convenient customization options.
Useful for general reference, Reporting, Policy. Assign department codes to your travelers.
Useful for Central Billing and Policy. Groups your travelers by employee type, office location, or any category of your choosing.
From the homepage, go to Power Tools → Policy → Traveler Groups.
Click Create a New Travel Group. For each group you will need:
This Traveler Group will now appear throughout the site. You may use it to assign central billing cards, allow different kinds of travel (via Policy), etc.
See more under Power Tools: Custom Data Fields and Reporting: How To Use your Custom Data Fields in Reports.
See more under Policy: Reason Codes and Best Practices: Track spend with reason codes.
See more under Best Practices: Set up custom destinations.