Professional Deployment Toolkit

Travel: Configuration and Validation

During the Configuration and Validation phase, you will test and validate your system configuration. You will also train your staff on back office and configuration tools.

Review the information in the steps outlined below. Note that some items may not be relevant to your implementation.

Register for FREE instructor-led webinars and view recorded training sessions on the Customer Learning Series page. These webinars are focused on Administration and Configuration topics.

TripLink, TripIt Pro and Supplier Connections resources are located here

FAQ about CTE Messages within the Product

Back Office Tools Training

Topic	Videos	Guides	Web Page
Audit Rules
Import/Extract Monitor (Shared)	(4 min)
Travel Arranger - Self-Assigning	(2 min)
Corporate Ghost Card	(7 min)
Changing Travel and Expense Policies
Travel Request Processor	(2 min)
Perfect Support Case	(4 min)
Perfect Support Template
User Administration (Shared)	(7 min)
Travel Policy Admin Overview	(7 min)
Employee Import (Shared)	(8 min)
In-Product Messaging: Learn More (Shared)
Travel Rule Builder	(4 min)
Assistants - Self-Assigning (Shared)	(3 min)
BIN Restrictions	(2 min)
Invoice Payment Manager - Virtual Card
Travel Policy Administrator - Travel Class Rules	(6 min)
Import Data	(3 min)
Travel Service Guides
Travel System Admin - Import Hotel Discounts	(6 min)
TripLink Training Resources
Self-Registration - Setting Up	(2 min)
Company Admin
Travel Reporting	(2 min)
Corporate Discounts - Managing	(4 min)
List Management
File Transfer for Customers and Vendors (Shared)
Setting Up the Self-Activated Single-Sign-On Service

Configuration Tools Training

Topic	Videos	Guides	Web Page
Training Administration (Shared)	(5 min)
Invoice Payment Manager - Virtual Card
User Administration (Shared)	(7 min)
Test User Administration (Shared)	(3 min)
Audit Rules
File Transfer for Customers and Vendors (Shared)
Setting Up the Self-Activated Single-Sign-On Service