02 Create a new corporation
CBT: Add new corporation
- 1.Hit the + button in the upper right-hand corner
- 2.Type in the Corporation name
- 3.Type in the Country code, ISO standard, 2 characters (it is important to recognize domestic from international flights)
- 4.Type in the Currency, ISO standard, 3 characters (all monetary inputs like travel limits will be in line with defined currency)
- 5.Select Approval configuration - suitable option reflects corporation requirements
- 1.Manager to Traveller - managers who approve trips shall be assigned individually per traveller
- 2.Manager to Cost Center - approval managers shall be assigned per cost centre
- 6.Select IN / OUT Travel policy approval method
- 1.Ask for Approval - will send an approval request via email
- 2.Auto-Approval with notification - automatically approves the trip having all concerning managers notified via email
- 3.Auto-Approval without notification - automatically approves the trip, no notification is sent
- 7.Decide and select Travel policy if you wish to apply policy rules on corporation level
- 8.Decide if you wish to use the Lowest fare policy for the corporation (learn more about Lowest fare policy)
- 9.Save
You can edit any given information, delete the corporation or continue configuring corporate features through ‘Actions’ in the upper right-hand corner.