From d088e2a73c0e7107db84ac93fde099e9e40ec4a4 Mon Sep 17 00:00:00 2001 From: "Gandalf (via MelvinBot)" Date: Wed, 9 Sep 2026 19:55:32 +0000 Subject: [PATCH] Docs: document joining an existing Consolidated Travel Billing feed Co-authored-by: Gandalf --- ...solidated-Travel-Billing-in-a-Workspace.md | 33 ++++++++++++++++--- 1 file changed, 29 insertions(+), 4 deletions(-) diff --git a/docs/articles/travel/consolidated-travel-billing/Enable-Consolidated-Travel-Billing-in-a-Workspace.md b/docs/articles/travel/consolidated-travel-billing/Enable-Consolidated-Travel-Billing-in-a-Workspace.md index d02c255c1bbd..19103fdfb18b 100644 --- a/docs/articles/travel/consolidated-travel-billing/Enable-Consolidated-Travel-Billing-in-a-Workspace.md +++ b/docs/articles/travel/consolidated-travel-billing/Enable-Consolidated-Travel-Billing-in-a-Workspace.md @@ -1,8 +1,8 @@ --- title: Enable Consolidated Travel Billing on a Workspace description: Turn on Consolidated Travel Billing to centrally pay for employee travel and settle expenses on a recurring schedule. -keywords: [enable Consolidated Travel Billing, expensify Consolidated Travel Billing setup, central travel billing, workspace travel settings] -internalScope: Audience is Workspace Admins. Covers enabling Consolidated Travel Billing and initial setup. Does not cover CVV usage, accounting mappings, or exporting statements. +keywords: [enable Consolidated Travel Billing, expensify Consolidated Travel Billing setup, central travel billing, join existing travel feed, shared travel feed, workspace travel settings] +internalScope: Audience is Workspace Admins. Covers enabling Consolidated Travel Billing and initial setup, including joining an existing travel feed on the domain. Does not cover CVV usage, accounting mappings, or exporting statements. --- # Enable Consolidated Travel Billing on a Workspace @@ -35,11 +35,28 @@ If a bank account is not set up, you’ll be prompted to add one during setup. 3. Select your Workspace. 4. In the Workspace settings, click **Travel**. 5. In the **Consolidated Travel Billing** section, switch the toggle to enabled. -6. If prompted, select or add a bank account for settlement. -7. Confirm your setup. +6. If your company already has a Consolidated Travel Billing feed, a list of the feeds you can join appears. Select a feed to join it, or select **Set up a new travel feed** to create one for this Workspace. +7. If prompted, select or add a bank account for settlement. +8. 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](/articles/travel/company-setup/Enable-Travel-on-a-Workspace). + + +--- + +## How to join an existing Consolidated Travel Billing feed + +If another Workspace at your company already has Consolidated Travel Billing set up, this Workspace can join that feed instead of creating its own. When you switch the toggle on, Expensify shows the feeds you can join. + +- Select a feed to put this Workspace’s travel spend on the same monthly bill. The Workspace uses that feed’s existing settlement account, so you are not asked to add a bank account. +- Select **Set up a new travel feed** to create a separate feed for this Workspace instead. You are then asked for a settlement bank account, and this Workspace is billed on its own. + +Only feeds that you administer and that already have a settlement method set up appear in the list. If no feed is available, you go straight to the settlement bank account setup. --- @@ -72,6 +89,14 @@ You may not be able to enable it if: - Travel is not enabled for your Workspace. - A verified business bank account is not connected. +## Can two Workspaces share one Consolidated Travel Billing feed? + +Yes. If your company already has a Consolidated Travel Billing feed, you can select it when you switch the toggle on, and both Workspaces’ travel spend appears on the same monthly bill. + +## Why don’t I see any feeds to join? + +Feeds only appear if you are an admin on them and they already have a settlement method set up. If no feed matches, Expensify takes you straight to the settlement bank account setup so you can create a new travel feed. + ## Can I turn off Consolidated Travel Billing? Yes, but only if your balance is fully paid. If there is an outstanding balance, you must settle it before disabling the feature.