Within Certify Travel by Amtrav, Optional Billing Fields can be used to require travelers to enter further details. For example, identifying a cost center, reason for the trip, or project code.
This article shows you, a Certify Travel 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 your Certify homepage, click the Travel tab. Then, click Search & Book Travel.
Step 2: Click Company Settings.
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 Add.
Step 5: The field is now 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.
