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How to Manage Corporate Travel

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Learning Center Mekari
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During the Business trip process, you can book travel tickets directly through Mekari Expense without having to make manual bookings outside the system. Through the Corporate Travel feature, the booking process becomes easier and all booking information can be recorded in one system.

In this guide, you will learn how to manage business trips through the Corporate Travel feature, including setting up Map Policy Trip Categories and viewing Booking History.

A. How to Set Policy Trip Categories

  1. Log in to your Mekari Expense account, then select the Integrations menu.

  2. Then in the Corporate Travel section, click “Actions” and select “Map policy trip categories”.

  3. You will then be directed to the Policy trip settings page. In the Booking type column, click the dropdown on the category you want to configure and select the appropriate booking type, either Flight or Hotel.

    Make sure you have created a Trip category first. Trip categories with an Active status will be displayed on the Policy trip settings page and can be mapped to either flight or hotel booking types. To learn how to create a Trip category, see the following guide.

  4. Match the Booking type with the Category type listed on the Trip category. For example, if the Category type is Transportation, select Flight for the Booking type. Meanwhile, if the Category type is Accommodation, select Hotel. If you do not want to book flights or hotels through Mekari Expense and prefer to book manually, select Not Mapped for the Booking type. 

    Important
    Ensure that the Category type and Booking type are correctly matched. If they do not match, the Trip category will be mapped based on the selected Booking type. For example, if the Category type is Transportation, but the selected Booking type is Hotel, then the category will be mapped as Hotel during the booking process. Admins can change the Booking type via the Policy trip settings page if necessary.

  5. After the Booking type is adjusted, the Trip category will be used according to the booking type selected when making bookings through Corporate Travel.

B. How to View Booking History

After making bookings through Travel Arrangement, you can view the history of flight and hotel bookings in Booking History. To learn how to make bookings, see how to manage Travel Arrangements.

Here are the steps to view Booking History:

  1. Log in to your Mekari Expense account, then select the Integrations menu.
  2. Then in the Corporate Travel section, click “Actions” and select “Booking history”.

  3. You will be directed to the Booking history page. To make a new booking, click “Go to Travel arrangements” on the banner at the top of the page.

  4. To view booking details, click “View detail” on the booking you want to see.

  5. On the booking detail page, you can see booking information such as trip details, traveler information, booking details, passenger info, and payment details. Booking status and payment-related information are also displayed on this page.
     

That concludes the explanation on how to manage Corporate Travel.