Within Certify Travel, Optional Billing Fields can be used to require travelers to enter other details you may need for the trip. For example, identifying a cost center, reason for the trip, or project code. This article shows you, an administrator, how to add optional billing fields.
Please Note: The maximum amount of fields is six, which combines both Optional Billing Fields and Employee ID fields.
Step 1: From the Certify homepage, select Travel, and select then Search & Book Travel.
Step 2: Select Company Settings in the left panel.
Step 3: Scroll to the Optional Billing Fields section. Click Add New Optional Billing Field.
Step 4: Add the Field Name, decide if the options should be pre-set (a drop down menu) or free-text, and if the field is mandatory or optional. Click Save.
Step 5: The new field will now be saved.
It will show on the Book Your Flight screen, right before the traveler books their trip.
Please Note: Optional Billing Fields can also be set per travel policy within the Travel Policy section in the left panel.