02 Create a new corporation

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CREATE CORPORATION

Setup Process

01 Open Travel Cloud Pro

02 Create a new corporation

03 Create Cost centres

04 Create Travel reasons

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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.
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Setup Process - Previous

01 Open Travel Cloud Pro

Next - Setup Process

03 Create Cost centres

Last modified 1yr ago

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