Travix Cloud documentation

Create your workspace, choose your business type, configure services, and invite users.

1. 1.Register and complete the guided onboarding flow.
2. 2.Review your organization, currency, and subscription settings.
3. 3.Configure bank accounts, cash accounts, users, and permissions from Settings.

Create invoices for airline tickets, hotels, visas, insurance, and Umrah packages.

1. 1.Add or select the customer and travel services.
2. 2.Enter supplier costs, commissions, taxes, and service-specific details.
3. 3.Review the accounting impact before submitting the invoice.

Use double-entry vouchers, account ledgers, periods, and reconciliation tools.

1. 1.Review the generated chart of accounts.
2. 2.Record receipts, payments, expenses, and journal vouchers.
3. 3.Reconcile customer, vendor, cash, and bank balances regularly.

Monitor financial health with statements and travel-specific operational reports.

1. 1.Set the reporting period and currency.
2. 2.Run trial balance, profit and loss, balance sheet, cash flow, and aging reports.
3. 3.Drill into source entries and export reports for review.

Protect financial data with roles, permissions, 2FA, sessions, and audit logs.

1. 1.Assign the minimum permissions required for each role.
2. 2.Enable two-factor authentication and review active sessions.
3. 3.Use audit and activity logs to investigate important changes.

Get assistance with setup, migration, billing, integrations, or product questions.

1. 1.Check the FAQ for common product and billing questions.
2. 2.Submit a support request with relevant steps and screenshots.
3. 3.Book a meeting or contact support through WhatsApp for additional help.