How to Use Navan: A Step-by-Step Guide

Navan is a popular platform that simplifies corporate travel and expense management. If you are new to it, this guide will help you understand how to use Navan effectively for booking travel, managing expenses, and more.

Navan (formerly known as TripActions) is a tool designed for businesses to handle travel bookings and expenses. It combines travel management with an expense tracking system, making it easier for companies and employees to stay organized. Whether you’re booking flights, hotels, or rental cars, Navan provides a seamless experience.

Benefits of Using Navan

• Convenience: Book flights, hotels, and cars all in one place.
• Cost Savings: Find competitive prices for travel options.
• Expense Integration: Track and manage expenses automatically.
• 24/7 Support: Access customer support anytime.
• User-Friendly Interface: Simple and easy to navigate.

Setting Up Your Account

To use Navan, you first need to set up your account. Here’s how:

1. Invitation from Your Company:
   Most users are invited by their companies. Look for an email invitation and click on the link to register.
2. Create a Profile:
   • Add your name, email, and job title.
   • Upload any necessary documents, such as a passport for international travel.
3. Set Payment Methods:
   • Add your corporate or personal credit card.
   • Your company may also pre-load a payment option.
4. Customize Preferences:
   • Select preferred airlines, seat preferences, and hotel types.
   • Save frequent traveler programs for rewards points.

Navigating the Dashboard

Once you log in, you’ll see the Navan Dashboard. Here’s what you’ll find:

• Search Bar: For booking flights, hotels, or rental cars.
• Expense Section: To upload and track receipts.
• Upcoming Trips: View your current and upcoming bookings.
• Notifications: Alerts about changes, approvals, or updates.
• Profile Settings: Manage your preferences and payment methods.

5. Booking Travel on Navan

Navan simplifies travel booking in just a few steps:

Step 1: Search for Travel Options

1. Click on the “Book Travel” button.
2. Enter details like destination, travel dates, and type (flight, hotel, car).

Step 2: Choose Your Option

1. Browse the results based on price, timing, or preferences.
2. Select your preferred flight, hotel, or car rental.

Step 3: Review and Book

1. Review the details of your booking.
2. Check the price and ensure it complies with your company’s policy.
3. Click “Book” to finalize your travel.

Managing Expenses with Navan

Navan’s expense tool makes it easy to track and report expenses. Here’s how:

Step 1: Upload Receipts

1. Snap a photo of your receipt using the mobile app.
2. The system automatically extracts details like the amount, vendor, and date.

Step 2: Categorize Expenses

1. Assign the expense to a specific trip or category (e.g., meals, transportation).
2. Add notes if necessary, such as “Client Dinner.”

Step 3: Submit for Approval

1. Once all expenses are uploaded, click “Submit Report.”
2. Your manager will review and approve the report.

Step 4: Monitor Reimbursement

1. After approval, track the reimbursement status in the app.
2. Funds are typically transferred to your account directly.

Tips for Using Navan Efficiently

• Use the Mobile App: Download the Navan app for on-the-go access.
• Set Alerts: Enable notifications for travel updates or expense approvals.
• Follow Company Policies: Always book within your company’s guidelines to avoid complications.
• Leverage Rewards: Save frequent flyer numbers and hotel rewards programs for points.
• Plan Ahead: Booking early often saves money and provides better options.

FAQs

Q: Can I use Navan for personal travel?
A: Navan is primarily designed for corporate use, but you can discuss with your employer if personal bookings are allowed.

Q: What happens if I need to cancel or change a booking?
A: Go to “My Trips” and select the booking you want to modify. Follow the instructions to cancel or reschedule.

Q: How do I contact support?
A: Use the in-app chat or call the 24/7 support number available on the dashboard.

Q: Is Navan available in multiple languages?
A: Yes, Navan supports several languages for global users.

Conclusion

Navan is a powerful tool that simplifies corporate travel and expense management. By following this guide, you’ll be able to navigate the platform with ease, book travel, and manage expenses without any hassle. Whether you’re a frequent business traveler or managing travel for a team, Navan can save time, money, and effort.

Start exploring Navan today and make your business travel stress-free!