How-To

Setup: Simple Customization

Boost the information-gathering ability of your program with these convenient customization options.

Department Codes

Useful for general reference, Reporting, Policy. Assign department codes to your travelers.

  • From the homepage, go to Power Tools → Department codes.
  • Define your department codes. For each you will need both an abbreviated and a full name.
  • Decide whether or not your users will be able to override their own department code when planning travel.

Traveler Groups

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:

  • Group name
  • "Open" or "Closed" status (Can users assign themselves to this group?)
  • Default status (Is this your main, default group for all users?)

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.


Custom Data Fields

See more under Power Tools: Custom Data Fields and Reporting: How To Use your Custom Data Fields in Reports.

Reason Codes

See more under Policy: Reason Codes and Best Practices: Track spend with reason codes.

Custom City Destinations

See more under Best Practices: Set up custom destinations.