Finance settings

To set or change your default sales tax, follow the steps below:Click the avatar in the top right of your screen and then click ‘Settings.’Click the ‘Business’ tab.Click the 'Finance' section.Add or change your sales tax in the 'Preferred Sales Tax'...

For businesses operating internationally, fixed currency conversion rates provide a stable foundation for financial planning and budgeting. This stability can help with better cost control.Create a fixed currency conversionTo create a fixed currency...

In addition to the costs associated with itinerary cards, you may wish to add additional charges, which can apply automatically to all itineraries (you can still remove or add them at the itinerary level if you wish).Additional charges could include...

Typically, travel agents earn a commission (usually a percentage) from service providers such as tour operators, hotels, cruise lines and airlines. The service provider pays the commission for the travel agent selling their product.The TripMapper...

You can choose your preferred spread calculation (ie. markup or margin) by following the steps below:Click the avatar in the top right of your screen and then click ‘Settings.’Click the ‘Business’ tab.eClick the 'Finance' section.Add or change...

To create a charge that is optional for your client, follow the steps below:Click the applicable proposal or upcoming trip.Click the 'Manage' tab.Click the 'Costs' tab.In the 'Additional Charge Groups' section click 'Add Charge Group.'Add a group...