Help Center/Help by page

YOUR WORKSPACE, EXPLAINED

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Choose the screen you’re using for instructions, practical notes, and next steps.

39 agency and public pages covered. Available screens depend on your role.

Getting started

DashboardRead your agency overview and upcoming travel activity.Sign InAccess your workspace and understand session expiry.Register Your AgencyYour first steps from registration to a ready-to-use workspace.Forgot PasswordStart password recovery from the sign-in screen.Reset PasswordComplete password recovery using your emailed link.Page Not FoundRecover from an unavailable or incorrect portal address.

Orders & vouchers

Create OrderTurn a reviewed voucher into a customer quotation or order.OrdersSearch orders, inspect booking summaries, and open document actions.Edit OrderUpdate eligible orders while preserving invoice history.Voucher DetailsCheck the travel document before handing it to a traveler.Quotation DetailsPresent a booking price for customer review and confirmation.Shared VoucherRead the itinerary and travel services shared by your agency.Shared QuotationRead a quotation without creating a portal account.

Invoices & sharing

InvoicesSearch invoices and review totals, balances, status, and available actions.Invoice DetailsInspect the invoice, outstanding balance, services, and transaction history.Shared InvoiceOpen and read an invoice using a link from the agency.

Receipts & payments

ReceivingsKeep a receiving record with payer details, staff history, and a printable slip.Profit SharesAssign profit responsibility while preserving the original financial documents.Customer ReceiptsAllocate money received to one or more open invoices.Customer PaymentsRecord money leaving your agency for a customer.Vendor PaymentsPay a supplier against one or more payable orders.Vendor ReceiptsRecord rebates, returned overpayments, and other money received from vendors.Refund AllocationAllocate customer refunds or vendor returns, including customer invoice adjustments.

Reports & statements

Reference SearchSearch across bookings, invoices, customers, and transactions.Aging ReportIdentify outstanding invoice balances by aging bucket.Revenue ReportGenerate revenue figures for a selected date range and grouping.Performance ReportReview monthly sales, purchase, and profit/loss from invoiced orders.Profit ReportExplore gross profit and profit after sharing by customer, vendor, or staff member.Discount ReportFind amount and percentage discounts and trace them to their invoices.Receipt ReportSearch customer and vendor receipts in one money-in report.Payment ReportSearch customer and vendor payments in one money-out report.Cancelled ReportInspect cancellation history and eligible order copies.Customer StatementGenerate a customer statement or an all-customer view.Vendor StatementGenerate a vendor statement and follow its running balance.

Company & team

CustomersAdd, find, update, and manage your customer directory.VendorsKeep supplier contact details, currency, and payment terms up to date.Company ProfileReview agency details, branding, sales cost access, and configured limits.Company UsersCreate and maintain company users with the access they need for their work.User ProfileReview your personal account details and save your display name.