Resources for travel agency finance teams
Guides, documentation, and reference material to help you get the most from Travix — from first invoice to month-end close.
Getting Started
Setup, onboarding, and first steps with Travix.
Quick Start Guide
Create your tenant, configure your chart of accounts, and post your first invoice in under 15 minutes.
5 min read
Onboarding Checklist
Step-by-step checklist for agency owners — company profile, fiscal year, user invites, and travel module activation.
8 min read
CSV Import Guide
Import customers, vendors, chart of accounts, and opening balances from spreadsheets or other accounting tools.
6 min read
Accounting
Double-entry basics, chart of accounts, and period management.
Double-Entry Accounting Primer
How debits, credits, vouchers, and the ledger work in Travix. Essential reading for non-accountants on your team.
10 min read
Chart of Accounts Setup
Configure your account hierarchy, understand account types, and use account locking during period close.
7 min read
Month-End Close Guide
Run trial balance, reconcile bank statements, review aging reports, and close your accounting period.
12 min read
Travel ERP
Travel invoices, refunds, ledgers, and commission tracking.
Travel Invoice Guide
Create multi-service travel invoices with airline, hotel, visa, insurance, and umrah line items.
10 min read
Refund Workflows
Process full and partial refunds with automatic reversal postings. Link refunds to original invoices for audit traceability.
6 min read
Customer & Vendor Ledgers
Understand running balances, drill down to transactions, and reconcile sub-ledger totals against the general ledger.
8 min read
Developer
API reference, webhooks, and integration guides.
API Reference
Full REST API documentation with authentication, endpoints, request/response schemas, and code examples.
Reference
Webhook Events
Available event types, payload schemas, signature verification, and retry behavior for webhook integrations.
8 min read
Feature Flags & Plan Gating
How plan-level and tenant-level feature flags control access to travel modules, OCR, API, and advanced reports.
5 min read
Product updates
New features, integration launches, and accounting best practices — delivered monthly. No spam, unsubscribe anytime.