Enable Travel Invoicing on a Workspace

Travel Invoicing lets your company centrally pay for employee travel booked through Expensify Travel.

When enabled:

• Employees can book travel without paying out of pocket.
• Travel charges are billed to your Workspace.
• The total balance is settled on a recurring schedule.

This helps simplify travel spend, improve visibility, and reduce reimbursement overhead.

Who can enable Travel Invoicing

• Workspace Admins can enable and manage Travel Invoicing.
• The Workspace must have Travel enabled.
• A verified business bank account (VBBA) is required for settlement.

If a bank account is not set up, you’ll be prompted to add one during setup.

How to enable Travel Invoicing in a Workspace

1. Click the navigation tabs (on the left on web, on the bottom on mobile).
2. Select Workspaces.
3. Select your Workspace.
4. In the Workspace settings, click Travel.
5. In the Travel Invoicing section, switch the toggle to enabled.
6. If prompted, select or add a bank account for settlement.
7. Confirm your setup.

If Travel does not appear in the workspace, a Workspace Admin will first need to enable it. Learn how to enable Travel on a Workspace.

What happens after you enable Travel Invoicing

• Travel cards are automatically created for travel-enabled members.
• Employees can book travel using Expensify Travel without using personal funds.
• Travel expenses are imported to individual traveler accounts.
• All charges are grouped into a Travel Invoice statement.
• Your Workspace is billed based on the selected settlement frequency (for example, monthly).

If a settlement fails:

• Travel cards are temporarily suspended.
• You’ll receive instructions to fix the issue.
• Access is restored once payment is successful.

FAQ

Can members book travel without a company card?

Yes. Travel Invoicing removes the need for individual corporate cards. Members book travel using the centrally managed billing setup.

Why can’t I enable Travel Invoicing?

You may not be able to enable it if:

• You are not a Workspace Admin.
• Travel is not enabled for your Workspace.
• A verified business bank account is not connected.

Can I turn off Travel Invoicing?

Yes, but only if your balance is fully paid. If there is an outstanding balance, you must settle it before disabling the feature.

Where can I see travel charges?

All charges appear in your Travel Invoice statement, which includes trip details, travelers, and booking information. They will also be added to the individual traveler’s Expensify account.