Why TravelPerk Invoices Are Not Attached to Expenses in Expensya
Updated
This article explains how Expensya handles TravelPerk invoices that involve multiple bookers. It covers when multi-booker invoices occur and how Expensya ensures privacy and confidentiality by not attaching the invoice PDF to individual expenses.
What are the billing cycles available in TravelPerk?
TravelPerk offers three billing cycles:
- Instant Billing: Each booking generates an individual invoice immediately.
- Weekly Billing: Invoices are generated once a week, potentially combining multiple bookings.
- Monthly Billing: Invoices are generated once a month, potentially combining multiple bookings.
When do multi-booker invoices occur?
Multi-booker invoices occur when the billing cycle is set to weekly or monthly, and a validator approves and pays for different bookers' bookings within the same billing period. All bookings are compiled into a single invoice.
How does Expensya handle multi-booker invoices?
Expensya creates an expense for each booker. To maintain privacy, the invoice PDF is not attached to the individual expenses created for each booker. This ensures that each booker's booking details are kept private and confidential.
What happens if the billing cycle is set to instant billing?
If the billing cycle is set to instant billing, or if each booker pays for their own bookings, each booking generates a separate invoice. The invoice PDF is attached to the individual expense report as there are no privacy concerns.
How can I view the details of my expenses without the invoice PDF?
All relevant details of your expenses, such as date, amount, VAT, and other pertinent information, are recorded in Expensya. You can view these details directly in your created expense.
What should I do if I need a copy of the invoice PDF?
If you require a copy of the invoice PDF, you need to contact your approver in TravelPerk, as they have access to the invoice.
