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[No QA] Docs updates for E/A#99527 joining an existing travel billing feed #100749

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blimpich merged 1 commit into from
Sep 18, 2026
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[No QA] Docs updates for E/A#99527 joining an existing travel billing feed #100749

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33 changes: 29 additions & 4 deletions ...onsolidated-travel-billing/Enable-Consolidated-Travel-Billing-in-a-Workspace.md
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---
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]

@github-actions github-actions Bot Sep 18, 2026

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Naming / capitalization: The keyword expensify Consolidated Travel Billing setup uses lowercase expensify. Per HELPSITE_NAMING_CONVENTIONS.md (match capitalization exactly) and the feature-name guidance in HELP_AUTHORING_GUIDELINES.md, use Expensify.

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
Expand Down Expand Up @@ -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.

@github-actions github-actions Bot Sep 18, 2026

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Step formatting: This numbered step bundles a conditional and two separate actions ("a list appears" + "select a feed" + "or select Set up a new travel feed") into one step. Per HELP_AUTHORING_GUIDELINES.md Section 5, steps should be sequential and single-action. Consider splitting the two choices into sub-actions or separate steps so the branch is scannable.

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).

<!-- SCREENSHOT:
Suggestion: The Consolidated Travel Billing feed list that opens after switching the toggle on, showing an existing feed and the Set up a new travel feed option below it.
Location: Immediately after the numbered steps above.
Purpose: Admins who expect to go straight to bank account setup do not recognize the feed list, and cannot tell that selecting an existing feed skips creating a separate bill.
-->

---

## How to join an existing Consolidated Travel Billing feed

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Deterministic writing / consistency: This describes the same toggle as "switch the toggle on", while step 5 above uses "switch the toggle to enabled". Per HELPSITE_NAMING_CONVENTIONS.md (be consistent, avoid stylistic variation), use one consistent phrasing for the toggle action throughout the article.

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.

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Accuracy / deterministic writing: This states the shared feed puts spend on "the same monthly bill", but the article elsewhere describes settlement frequency as variable ("selected settlement frequency (for example, monthly)"). Asserting "monthly" here contradicts that and could mislead. Use the general "settlement schedule/frequency" wording for consistency (HELPSITE_NAMING_CONVENTIONS.md Deterministic Writing Rule).

- 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.

---

Expand Down Expand Up @@ -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.
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