Orbis Corporate · Customer area
Version 2026.09

Orbis Corporate customer area: reports, invoices and downloads in one place

Review your travel billing, generate and schedule reports, download your invoices and manage your account. A manual for company users who sign in to Orbis Corporate.

Basics

What the Orbis Corporate customer area is

It is your private dashboard for keeping track of your company's travel spending: you see every invoice the agency has issued to you, run reports by passenger, project, destination or product, and download documents without having to request them.

The screen has three fixed areas. On the left, the side menu with Inicio (Home), Informes (Reports), Facturas (Invoices) and Descargar JSON (Download JSON); the ☰ button at the top collapses it to show only the icons. At the top, the path of the screen you are on and, on the right, the Gestor de descargas (Download manager, arrow icon), today's date and your user menu. The screens and interface labels in this manual are shown in Spanish, as they appear in the product, with the English meaning in parentheses the first time a key label appears.

ElementWhere it isWhat it is for
Side menuLeftSwitch screens: Inicio, Informes, Facturas and Descargar JSON.
Download iconHeader, rightOpens the Gestor de descargas with the files prepared for you.
User menuHeader, right of the datePanel de control (Control panel, back to Inicio), Preferencias (Preferences) and Cerrar sesión (Log out).
Session noticeYellow strip at the bottomShows the email account you signed in with and the Cerrar sesión link.
Shared filtersInformes and Facturas use the same Filtros avanzados (Advanced filters) panel: once you learn to filter on one screen, you already know how to do it on the other.
ImportantYour data is yours onlyEach user sees only their own company's billing. Sign out with Cerrar sesión when you use a shared computer.
Common procedure

The 4 steps, valid for every query

Choose the screenClick Informes or Facturas in the side menu.
Narrow down the dataOpen Filtros avanzados and set dates, account holders, projects or whatever you need.
View or generateReview the invoice list or choose up to 5 reports and click Generar (Generate).
DownloadExport to PDF or Excel; large files reach you in the Gestor de descargas or by email.
Find your module

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Module

Home

What it is for

It is the welcome screen. It brings together the support contact details and access to the ticket system.

When to use it

When you need help with your data or with the dashboard. You return to it with Inicio or with Panel de control in the user menu.

Task: find the support channels. Recreation of the screen with the product's own texts.

Step by step

  1. Check the phone number and opening hours on the Asistencia (Support) card.
  2. If you prefer to write, click Abrir un Ticket de Soporte (Open a support ticket) on the Sistemas de Tickets (Ticket systems) card.
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Module

Advanced filters

What it is for

It limits the data in Informes and Facturas to what you are interested in: a period, a passenger, a project, a product type…

When to use it

Whenever you do not want to see all your billing: month-end closing, spending by a department or by a specific traveller.

Task: filter the type S air invoices for the first quarter. Recreation of the screen with sample data.

Step by step

  1. Click Filtros avanzados to expand the Filtros (Filters) panel.
  2. Click the fields with an expand icon (Titular (account holder), N° de Factura (invoice no.), NIF (tax ID), Pasajeros (passengers), Destino (destination), Proveedor (supplier), Peticionario (requester)): a window opens with Disponibles (Available) and Seleccionados (Selected). Tick the values and click Confirmar selección (Confirm selection).
  3. In the date fields, choose a quick Período (period: Este mes, 1º trimestre… Este año) or type a Fecha de inicio (start date) and Fecha de fin (end date), then click Aplicar (Apply).
  4. In the drop-down lists (Sucursal (branch), Tipo de factura (invoice type), Productos (products), Proyecto 1, Proyecto 2, Departamento (department)), select one or more values.
  5. In Facturas, click Filtrar (Filter). In Informes there is no button: the filters are applied when you click Generar. Check the summary under Filtros aplicados (Applied filters).
Task: choose the account holders for the filter. Recreation of the screen with sample data.

Step by step

  1. Search for and tick the values in Disponibles (or click Seleccionar todos, Select all); they move to Seleccionados. Limpiar todos (Clear all) empties the selection.
  2. Click Confirmar selección to add the values to the filter, or Cancelar (Cancel) to leave without changes.

Saving, exporting and importing filters

If you often run the same query, save the filter combination and bring it back with one click from the funnel button to the right of Filtros avanzados.

Task: save the current filter combination under a name. Recreation of the screen with sample data.

Step by step

  1. Apply the filters, click the funnel button and then Guardar filtro (Save filter).
  2. Type the Nombre del filtro (filter name) and click Guardar (Save).
  3. Use Exportar filtros (Export filters) to save your filters to a file and Importar filtros (Import filters) to load them in another browser.
They are saved in this browserThe panel says «Filtros guardados en este navegador» (filters saved in this browser). If you change computers or clear your browser data, use Exportar filtros before and Importar filtros afterwards.
Common mistakeThe report or the list comes out emptyFilters from a previous query are still applied. Check Filtros aplicados and click Reiniciar filtros (Reset filters) to start from scratch.
Module

Reports

What it is for

It generates reports ready for analysing your spending: by country, account holder, passenger, product, project, hotel nights, CO2 emissions, billing trends…

When to use it

For periodic closings, travel policy checks, or to send data to management or accounting.

Task: choose two reports and generate them. Recreation of the screen with sample data; only some of the reports in the list are shown.

Step by step

  1. Type in Buscar informe… (Search report) or expand Mostrar los más usados (Show most used), Informes personalizados (Custom reports) or Informes generales (General reports).
  2. Click the blue + button of the report you want. It turns green with a ✓ and the counter goes up (a maximum of 5 reports at a time).
  3. Check the Informes seleccionados (Selected reports) list; the red bin removes a report.
  4. Click Generar: the Informes window opens with one tab per report.
  5. If you prefer the data in a spreadsheet, click Excel (export data to Excel).
Task: review, print or save the generated report. Recreation of the screen with sample data.

Step by step

  1. Switch between reports with the tabs at the top.
  2. Move through the pages with the arrows and adjust the zoom. Use Imprimir (Print) to print it or Grabar (Save) to save it as Adobe PDF, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, HTML, Texto (text), RTF, OpenDocument, Datos (data) or Imagen (image). Finish with Cerrar (Close).
GroupWhat it contains
Mostrar los más usadosShortcuts to the most frequently generated reports.
Informes personalizadosReports prepared by your agency for your company only. If there are none, you will see «No hay informes de agencia disponibles» (no agency reports available).
Informes generalesThe full catalogue: worldwide and Europe sales, countries, invoice number, product type, account holder, passenger, days with the highest amount, billing trends, train and air tickets, hotels, service date, area and destination, combinations of client, requester, project and passenger, CO2 emissions, hotel nights and product type by month.
/informes
Common mistakeIt will not let me add more reportsYou have reached the limit of 5. Remove one from Informes seleccionados with the bin, or generate the current ones and start a new selection.
Module

Scheduling reports

What it is for

It generates the selected reports and sends them automatically to an email address on the date and at the time you choose.

When to use it

When you want the report to reach someone else (for example, accounting) or you do not want to wait for it to be generated.

Task: schedule a report to be sent by email. Recreation of the screen with sample data.

Step by step

  1. With your reports already selected, click the green clock button and type the destination Email.
  2. Choose the Fecha (date) and Hora (time) of delivery and check the Informes seleccionados: list.
  3. Click Programar (Schedule).
NoteFilters countThe scheduled report uses the filters you have applied when you schedule it. Check Filtros aplicados before clicking Programar.
Module

Invoices

What it is for

It shows every invoice the agency has issued to you, with the Total importe (total amount) of the list, the details of each one and its download.

When to use it

To find a specific invoice, check credit notes, prepare reconciliation or download the PDF.

Task: find, review and download invoices. Recreation of the screen with sample data.

Step by step

  1. Type in Buscar… (Search) to filter the list instantly (invoice number, account holder, date…). For more precise searches, use the Advanced filters.
  2. Click the › arrow next to the ID Factura (invoice ID) to expand the details: amount, discount, currency, due date, company name, tax ID, address, taxable base, tax amount…
  3. Click the columns button to open Mostrar/Esconder columnas (Show/Hide columns) and choose which columns you see and in what order (explained just below).
  4. Click Exportar (Export) and choose PDF or Excel to download the list, or Descargar facturas (Download invoices) to get the invoice documents.
  5. Under Acciones (Actions), the first icon is Pagar factura (Pay invoice) and the second is Descargar factura (Download invoice, the PDF of that invoice).
Task: hide a column in the invoice list. Recreation of the screen.

Step by step

  1. Click a column to hide it (it turns grey) or to show it again (blue). Drag it by the move icon to change its position; use Buscar... to find it.
  2. Click Guardar to apply the changes or Cancelar to leave things as they were.
ColumnWhat it shows
ID FacturaInternal identifier. The arrow expands the rest of the invoice data.
N° de FacturaSeries and number as they appear on the document, for example S/01000004/25.
Abono1 if it is a corrective invoice (credit note) and 0 if it is a regular invoice. For credit notes, Fecha de emisión (ant.) and N° de Factura (ant.) are filled in with the details of the original invoice.
Total importeSum of the invoices that match the search and the filters.
Mostrar … registrosHow many invoices to show per page: 5, 10, 20, 50 or 100.
/facturas
Common mistakeThe total does not match my accountsThe Total importe adds up only what you see after filtering, and it includes credit notes. Clear the search and check Filtros aplicados and the Abono (credit note) checkbox in the filters.
Module

Download JSON

What it is for

It generates a JSON file with the invoices for a date range, designed for loading them into your ERP, your expense tool or your accounting system.

When to use it

When your technical or accounting team needs the data in a structured format instead of a PDF or an Excel file.

Task: request the JSON file for September's invoices. Recreation of the screen with sample data.

Step by step

  1. Click Descargar JSON in the side menu and enter the Fecha de inicio (start date, format dd/mm/yyyy).
  2. Enter the Fecha de fin (end date). The Descargar (Download) button becomes available once both dates are filled in.
  3. Click Descargar and wait for the email with the link to the file.
dd/mm/yyyy
Common mistakeI have not received the emailThe link is sent to the account you signed in with (the one shown in the bottom strip). Check your spam folder and the Download manager.
Module

Download manager

What it is for

It collects the files the system prepares for you, such as PDF invoices, with their status, size and expiry date.

When to use it

After requesting a download that takes time to generate, or to download again a file you already requested.

Task: download a prepared file. Recreation of the screen with sample data.

Step by step

  1. Open the manager with the download icon in the header and type in Buscar… if you have many files.
  2. Filter by status: En proceso (in progress), Completado (completed), Descargado (downloaded), Error or Expirado (expired).
  3. Click the file's download arrow; the bin removes it from the list. Pausar (Pause) stops the automatic refresh and Cerrar closes the manager.
ImportantFiles expireEach file has its date in the Caduca (expires) column; in the example, one month after it was created. After that date its status changes to Expirado and you will have to request it again.
Module

Preferences

What it is for

It lets you change the dashboard language (Spanish or English), your first name and surname, and your password.

When to use it

The first time you sign in, to complete your details, and whenever you want to renew your password.

Task: update your account details and password. Recreation of the screen with sample data.

Step by step

  1. Open the user menu (your name, top right) and click Preferencias. On the General tab you choose the Idioma (language) and click Guardar; for your details, go to Cuenta (Account).
  2. Fill in Nombre: (first name) and Apellidos: (surname). The Cuenta de correo: (email account) cannot be changed.
  3. To change your password, type the Contraseña actual (current password); this enables Contraseña nueva (new password) and Confirmar contraseña nueva (confirm new password). If you do not want to change it, leave all three fields blank.
  4. Click Guardar.
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Common mistakeI cannot type the new passwordThe new password fields are locked until you fill in Contraseña actual.
Guidelines

Best practices

Filter before generating

A narrow period gives faster, easier-to-read reports than your entire billing history.

Save your usual filters

Give them a clear name («Cierre mensual – Proyecto A») and export them so you do not lose them when you change browsers.

Schedule recurring reports

If someone always receives the same report, schedule it to their email instead of generating and forwarding it.

Download in time

Download files from the Gestor de descargas before their expiry date.

Before sending a report or an export
  • Filtros aplicados shows only the filters you want.
  • The dates cover the full period, from the first to the last day.
  • You have decided whether or not to include credit notes.
  • The destination email for the scheduled report is correct.
Support

Troubleshooting

The list or the report shows no data.Active filters do not match your invoices. Click Reiniciar filtros and try again.
The Generar or Excel button is disabled.There are no reports in Informes seleccionados. Add at least one with the + button.
A file shows as Expirado.It has passed its expiry date. Request the download again from Facturas or Descargar JSON.
I have lost my saved filters.They are stored in the browser. If you exported them, restore them with Importar filtros; if not, create them again.
The Ayuda and Centro de ayuda buttons open another page.They take you to the Orbis Corporate help wiki in a new tab. If it does not open, check that your browser is not blocking pop-ups.
Still not working?Use the channels on the Inicio screen: the Asistencia phone line during its opening hours, or Abrir un Ticket de Soporte. Tell us the screen, the filters you had applied and the invoice number or report name.