Creating new invoice profiles

What are invoice profiles?

If your company has several subsidiaries or several VAT IDs, then you will want the trips to be booked to the correct invoice address. With so-called Invoice Profiles, it is possible to assign different invoice addresses to your employees. If your employee books a trip, the invoice is automatically and easily assigned to the respective company. You can change the setting at any time in the traveller's user account. Different bank accounts can be stored for each invoice profile.

 

Which billing address do I have to enter?

Please enter the billing address of the new company (subsidiary) = billing profile.

 

What is ERP Integration?

ERP is a fully automated integration of records which you can receive in the form of a CSV file containing all invoices & expense reports you have accounted. You can then upload the file directly to your accounting software.
You will automatically receive all invoiced trips and expense reports with the corresponding accounts payable of the employee and assigned to the correct account. The CSV export is sent weekly on Mondays.

 

Do I have to create new cost centers or can I transfer the old cost centers?

No, you do not have to create new cost centers. However, sometimes it may make sense to create different cost centers for different invoice profiles. You should make sure that the new cost centers are created in the same format as the existing ones.

 

Will new user accounts be created for this invoice profile?

You are welcome to create new user accounts that can be assigned to the new invoice profile. Please note that when creating new user accounts relevant ERP data, such as creditor account details, must also be stored. Should you need to create more than 15 user accounts, we will be happy to support you.

 

Do all user accounts have the new invoice profile?

As an admin, you can assign the relevant users to the new billing profile. We will be happy to assist you if you tell us exactly which travellers should be assigned to which invoice profiles.

 

When can I start using the invoice profile?

The Lanes & Planes team will create the new invoice profile for you, after which the profile will be immediately visible. As soon as the payment method has been set, we will confirm the creation of the invoice profile, from which time it will be ready for use.

 

How many invoice profiles can I create via the TypeForm?

You can request a maximum of 1 invoice profile via the TypeForm. Should you need to create more, simply fill out the TypeForm once again. There is no maximum number of invoice profiles that you may have.

 

Why have we switched to TypeForm?

We have switched in order to make the set-up process & transfer of data even clearer and even easier for you.

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