Businessmanager has the various roles:

• Contract manager.
  Contract managers can view and manage the entire contract.
• Invoice centre manager.
  Invoice centre manager can view and manage only the invoice centres for which they are responsible.
• Deputies for contract and / or invoice centre owners.
  Deputies have the same access rights as the roles they deputise for.
• Employees.
  Employees can only make purchases. They do not have access to Businessmanager.

Contract managers have primary responsibility for managing access rights and roles. 

Contract owners can:

• Open new invoice centres.
• Create/block cost allocations.
• Appoint deputies for your role.
• Appoint invoice centre owners and their deputies.
• Manage access authorisation for the entire contract.
• Manage subscriptions for the entire organisation.
• Download statistics.
• Download VAT documents.

Invoice centre managers are appointed by contract managers.

They act as administrators for the invoice centre(s) for which they are responsible.

Invoice centre owners can: 

• Open new invoice centres.
• Create/block cost allocations.
• Appoint deputies for your role.
• Manage access authorisations for their invoice centres.
• Manage travelcards assigned to their invoice centres.
• Download statistics for their invoice centres.
• Download VAT documents.

Employees with booking authorisation can carry out purchases via sbb.ch/business or in the SBB Mobile app and have them invoiced to the company.

To obtain booking authorisation, employees have to be registered on the company’s contract and the responsible employee will have to grant the relevant approval.

Businessmanager includes a large number of hints and tips that provide useful information.  

Click the “i” logo to obtain additional information.

In the overview, the entire organisation is shown, including all contracts and invoice centres. For each one, the following are visible:

• The name of the contract owner for each contract.
• All associated invoice centres.
• The name of the invoice centre owner.

The information shown in the overview depends on the role and the authorisations of the user within the organisation.

Click any item of information to obtain a detailed view of it.

In this view, the GA Travelcard and Half Fare Travelcard subscriptions obtained via the contract and the key information in each case can be seen. This data can be exported as an Excel table by clicking on ‘Export’.

Under “Travelcards”, you can also manage your Half Fare and GA Travelcards across all contracts.

Subscriptions can be cancelled at any time on the next possible cancellation date. The latest possible date for the submission of a cancellation can be seen in the column ‘Cancellable until’.

Unscheduled cancellations, such as those involved during upselling, can be applied for using the compensation form for subscriptions.

All the booking authorisations of your employees will be shown here. You can manage them as follows:

• Reorganise and reassign booking authorisations.
• Delete or temporarily block booking authorisations.
• Export the list in Excel format.

Booking authorisations that have not been validated yet will also continue to be displayed in the “Tasks” tab.

Under “Responsibilities”, you can now see all employees who also have a responsibility in the contracts for which the logged-in user is responsible.

‘Tasks’ shows all booking authorisations applied for by employees.

Each time an employee is registered, the invoice centre owner automatically receives an e-mail for activation.

The application for authorisation can then be granted or rejected by the invoice centre owner, their deputies, or the contract owner.

Invoice centres can be viewed from the “Overview” or “Invoice centres” sections of Businessmanager. 

Invoice centres are essentially client accounts. Each invoice centre has a name which you specify when you open it. You select the desired payment type and billing address. 

Correspondingly, within the same contract – depending on the needs and the accounting structure of your company – you can set up multiple invoice centres with different payment types

New cost centres are created directly via the relevant B2B contract. This function is not located on the “Cost Centres” tab, but in the overview for the relevant B2B contract on the right-hand side.

• Cost allocations permit the targeted allocation of costs. They are always assigned to an invoice centre and are displayed as a dropdown menu during every purchase. 
• The allocations can be managed in the detailed view of the relevant invoice centre. 
• Active cost allocations are taken into account both in the invoice and in the statistics.

Some functions, such as the generation of statistics or the editing of booking permissions are processed in the background so that you can carry on working in SBB Businessmanager in the meantime.

The current status of such activities is shown in the ‘Activities’ tab.

Once an activity is complete, the relevant documents will be available for download.

Statistics can be generated flexibly – either for one or more organisations, contracts, cost centres or for a specific invoice.

The statistics (CSV export of purchases) can be generated directly on the “Statistics” tab.

The appointing or changing of a contract owner and their deputies is exclusively the right of the contract owner and their deputies.

Here’s what to do:

• In the ‘Overview’, click on the relevant contract number.
• Click on ‘Edit’, make the changes required and then click on ‘Save’.

Only contract owners and their deputies and invoice centre owners and their deputies can appoint or change the owner of an invoice centre or their deputies.

• In ‘Overview’, click on the invoice centre in question.
• Select ‘Appoint / change owner and deputies’.
• Click on ‘Edit’, make the changes and then click on ‘Save’.

The Businessmanager allows the flexible generation of statistics – so you can select one organisation or many, as well as contracts and invoice centres or specific invoices.

• Click on ‘Statistics’ and then choose the organisation or invoice centres you want.
• Specify the period for which you want to create statistics, then click ‘Generate’.

For a specific invoice:

• Click on ‘Statistics’ and enter the relevant invoice number under ‘Invoice number’.
• Click on ‘Generate’.

• Specify the period for which you want to create statistics, then click ‘Generate’.

For a specific invoice:

• Click on ‘Statistics’ and enter the relevant invoice number under ‘Invoice number’.
• Click on ‘Generate’.

• Click on ‘Invoice centres’ and select the relevant invoice centre.
• Click on ‘New cost allocation’ and specify when the invoice centre should become valid.
• To generate multiple cost allocations at the same time, click on ‘Export cost allocations’, edit the downloaded file and then import it afterwards using ‘Import cost allocations’.

The employees will then have to register for the contract.

Next, do as follows:

• Click on ‘Tasks’.
• Select the person in question.
• Click on ‘Approve’ to issue the booking permission.

• Click on ‘Employees’ and select the relevant person.
• Click on ‘Reallocate employees’.
• Select the organisation, the contract and the new invoice centre.
• Click on ‘Save’.

• Click on ‘Employees’ and select the relevant person. 
• Click on ‘Block’ and confirm this action by clicking on ‘Block’ again. 

Important: Blocked booking authorisations can be released again at any time. To do so, select the relevant person under ‘Employees’ and click on ‘Approve’.

• Click on ‘Employees’ and select the relevant person.
• Click on ‘Delete’ and confirm this action by clicking on ‘Delete’ again.

• Click on ‘Overview’ and choose the desired contract. On the right, click on ‘Generate invoice centre’
• Fill in all required fields and click on ‘Generate’.

Activation may take several days. Once the process has been completed, you will receive a confirmation by e-mail.

The following methods of payment are accepted. 

• QR invoice.
• E-Invoice (direct delivery to your payment system)(?)Show note E-Invoice (direct delivery to your payment system)E-Invoice payment can be requested from the Businesstravel Service Center.Close note
• Credit card
• Business card (Airplus/Amex)(?)Show note Business card (Airplus/Amex)Business card payment can be requested from the Businesstravel Service Center.Close note

The payment period is 14 days per invoice.

For the payment methods QR invoice and e-invoice, invoices are issued twice a month:

• For the period of the 1st to the 15th day of the month.
• For the period of the 16th day of the month to the end of the month.

For the payment methods credit card and lodge card (Amex or AirPlus), debiting will take place when the ticket is bought.

An Airplus or Amex business card can be saved to one or more cost centres. 

Please contact the Businesstravel Service Center to obtain a cost centre with this type of card. 

Once the cost centre has been activated: 

• Click “Invoice centres”;
• Select the appropriate cost centre;
• Click “Deposite payment card”.

For businesses with an invoice-based payment method (QR invoice, e-invoice), the discount is automatically taken into consideration for each invoice.

For businesses with credit cards as their payment methods, clearing takes place in January of each year, retrospectively for the previous year.

• Click “Subscriptions”.
• Select the appropriate travelcard(s).
• Click “Cancel”.

The subscription holder will receive a message regarding the cancellation and the last day of validity of the subscription. 

A cancellation which has already been generated can be retracted until the last day of validity of a subscription.

• Click “Subscriptions”.
• Select the appropriate travelcard(s).
• Click “Rollback cancellation”.

• Click “Subscriptions”. 
• Select the appropriate travelcard(s).
• Click “Replace purchaser”.

The orderer’s permission to book must be active for the invoice centre with which the subscription is to be renewed.

This function makes it possible to change the organisation, the contract or the invoice centre to which the selected subscription has been assigned. Upon renewal, invoicing for the subscription will take place via the new invoice centre.

• Click “Subscriptions”.
• Select the appropriate travelcard(s).
• Click “Reassign subscriptions”.

The orderer’s permission to book must be active for the new invoice centre.

An overview of all Half Fare and GA subscriptions can be exported as an Excel file.

• Click “Subscriptions”.
• Click “Export”.

The ‘Export’ function will take into account any filters you have set. To receive a complete list of all subscriptions, click on ‘Reset filters’ before exporting.

• Click “Employees”.
• Click “Export”.

The ‘Export’ function will take into account any filters you have set. To receive a complete list of all employees, click on ‘Reset filters’ before exporting.