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Create a company profile

You can use company profiles to:

  • Create bookings with corporate rates
  • Track bookings and statistics for a specific company
  • Billing companies when they pay their employees for business travel Company profiles are shared in all the structure accounts of a company, so it will not be necessary to create them again in each structure.

Create a company profile

  1. From the main menu go to Profiles> Companies
  2. Click on the + button
  3. Enter the company name

  4. Fill in all other relevant fields

  5. If you want to connect the company to your external accounting software, fill in the Tax Code and Accounting Code fields

  6. If you want to connect the company to a channel manager, fill in the Channel and Channel manager ID fields

  7. Click on Create

in-depth explanation of fields

  • Parent company: if the company you are creating is part of another larger company, select the parent company from this drop-down menu.
  • N.B. First create a profile for the parent company
  • Name: enter the company name
  • Identification: enter the company registration number (to be used in an external accounting software)
  • Additional Tax Code: Enter this company's additional tax code (if your external accounting software requires it
  • The billing code: enter a unique code that will be shown on the invoices sent to the company, so that you can easily recognize that it is your property
  • Options: select "Billable" to allow company billing
  • Billing interval: enter the number of days between the issuance of the invoice and its expiry (eg. If you enter "2 days", an invoice issued on 1 March will expire by 3 March)
  • Phone: enter the company's phone number
  • Accounting Code: Enter an accounting code to map this structure with your external accounting software
  • Company contact: enter the name of the main contact person for this company
  • Contacts: enter any additional contact information (eg. Email, social media links, etc.)
  • Notes: enter any additional notes (eg. Contract details or useful statistics)
  • IATA: if the company you are adding is a travel agency, enter the IATA number. If this field is filled in, the company will automatically be recognized as a travel agency within the framework.
  • Channel: if the company you are adding is an OTA, select it from this drop-down menu and make sure it is correctly mapped to its channel manager
  • Channel manager ID: if you want to connect this company to a channel manager, find the corresponding channel manager in the list and enter its mapping code
  • Find the address by typing here: start typing the company address and select it from the drop-down menu to automatically fill in the address fields
  • Address line 1: enter the first line of the company address
  • City: enter the city
  • Postal Code: Enter the postal code
  • Country: Enter the country
  • Region / Province: Enter the region or province

Modify a company profile

  1. From the main menu go to Profiles> Companies
  2. Click on the company you want to update
  3. Update company details
  4. Click on Save

Delete a company profile

  1. From the Main Menu go to Profiles> Companies
  2. Click on the Company you wish to delete
  3. Click on the Delete button
  4. Confirm by clicking Delete again
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