## Important information for user upload

**E-Mail***: The email address is the identifier in L&P, so every user needs an email address. This can only be assigned once and must not contain any special characters, spaces, or umlauts.

**First name* / Last name***: This information is used for travel bookings. No titles (e.g., Dr.) may be entered in the **first name** or **last name** fields. Titles can be entered later by the user during registration.

**Creditor account**: (Only if ERP integration is included in the contract): Please also add your employees' creditors. These can be processed for accounting purposes using ERP integration.

**Role***: Please only use the specified roles from L&P! Select from the list of roles in the **Roles** spreadsheet or directly from the **drop-down menu**.

**Manager Approval Email** (= Travel Manager's email): Must be filled in if a pre-or post-approval process is used. <u>IMPORTANT</u>: To act as a Travel Manager, the user must have the role of **Manager**, **Accountant** or **Administrator**. You <u>cannot select yourself</u> as a Travel Manager. If there are multiple Travel Managers: List them with commas and no spaces. Example: john.doe@mail.com,jane.doe@mail.com

**Invoice profile:** If you have multiple invoice profiles and would like to store them for the employee → List them with commas and no spaces. Example: Sample Company,Sample Company

**Travel policy group ID:** Create <u>travel policies</u> in your L&P account via Settings & Policies → Manage Groups. Then copy the **ID** from the URL of the respective travel policy group and add it to the employee list.

Example:

**Cost center**: If you have marked <u>cost centers</u> as mandatory fields in your L&P account, at least one must be assigned here as well. Multiple cost centers can be specified. Cost centers that have not been created in advance in the L&P account are created when the list is uploaded to the account. These cost centers are transferred 1:1 to your L&P account (spelling errors are not checked).

**Cost unit:** (Only if included in the contract) Multiple <u>cost units</u> can be specified. Cost units that have not been created in advance in the L&P account are created when the list is uploaded to the account. These cost units are transferred 1:1 to your L&P account (spelling errors are not checked).