Adding Optional Billing Fields for Travel Bookings | AmTrav

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.