Requirements:
Only Pro and Premium TravelPerk accounts can use this feature
Only Admins can set up the integration between Moss and TravelPerk
Overview
The TravelPerk <> Moss integration streamlines receipt management for business travel expenses, ensuring all receipts are automatically captured and stored within Moss for easy access and compliance. Once enabled, Moss automatically fetches receipts from TravelPerk and attaches receipts to transactions in Moss, even when a trip incurs multiple charges
Receipt Matching logic
TravelPerk bills the Moss credit cards most of the times per invoice, however, it is possible that the charge for multiple invoices or invoice line items is grouped in a single transaction.
For this reason Moss attached to each card transaction the invoices with the same trip id to ensure there are always invoices attached to the transactions.
Set Up the Integration
To ensure that TravelPerk receipts can be automatically fetched and linked in Moss, follow these steps to configure your TravelPerk account:
In Moss:
To enable the TravelPerk integration in Moss, follow the below steps:
Log in to Moss
Go to “Settings” > “Receipt Finder”
In the Travelperk section press Connect
When pressing "Connect", you'll be redirected to the travelperk login website where you can sign in.
In TravelPerk:
Log in to your TravelPerk account
Ensure you have admin permissions in Personio to adjust account settings.
Navigate to "Account Settings"
Go to "Account Settings" > "Companies" and click on "Manage payment rofiles"
Select Credit Card Payment
Set the payment method to "Credit Card" and link a Moss card to your payment profile.
Set Billing Cycle to Instant
Choose "Instant" as the billing cycle. This enables immediate payment and invoicing, allowing Moss to capture receipts instantly after a transaction.
By completing these steps, TravelPerk receipts will be automatically fetched and attached to your transactions in Moss.
Manage the TravelPerk Integration
Once the integration is active, Moss automatically retrieves receipts for any TravelPerk transactions:
Automatic Receipt Fetching: Moss will search for and attach receipts to all transactions, even if a trip is billed across multiple transactions.
Receipt Fetching Period: Moss’s Receipt Finder will continue searching for receipts up to 7 days after the transaction date.
Viewing Receipts: Once fetched, receipts will appear in Moss marked as “Automatically attached,” making them easy to find and review.
Disable the TravelPerk Integration
If you no longer wish to use the TravelPerk integration, you can disable it within Moss or your TravelPerk account.
Via Moss
Login to Moss
Go to "Settings" > "Receipt finder"
In the TravelPerk section click on "Disconnect"
This will stop Moss from automatically synccing receipts with TravelPerk.
Via TravelPerk
Log in to your TravelPerk account.
Remove the Moss card from your Payment Profile under "Manage Payment Profiles".
This will stop receipts from automatically syncing with Moss.