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0.  Properties
- Meeting Date: Unknown
- Meeting Type: Call
- Note Type: Summary
- Attendees: CLAIRE_CETOLA, CONNOR_MEURET, SCOTT_WARNER, BRIANNA_LOWERY, BARBARA_BEMENT

1.  Meeting Summary
We met with our new Navan account team to intro and troubleshoot a long-standing issue with Canadian bookings being billed in USD on our CAD corporate card.  Connor identified the root cause as user-level point-of-sale overrides that forced some Canadian users onto the US point of sale.  He corrected it live for a test user and will audit the rest of our Canada users with Claire.  Once cleaned up, all Canadian transactions should originate in CAD onto the correct CAD card.

We also discussed repeated losses of unused ticket credits and the operational burden of airline name changes.  Navan offers an unused ticket service that handles airline transfers and name changes for a 25 percent fee.  Given our recent expirations, Barbara, Brianna, and I agreed it is better to preserve 75 percent of value than continue losing 100 percent.  Connor will send an addendum for my signature, and Claire will schedule a setup session next week with Barbara and Brianna to define parameters and enable the service.

Separately, we will evaluate Navan's custom accounting export to streamline our current manual SAP process that Brianna runs in spreadsheets.  Claire will also establish a light quarterly check-in cadence on Tuesdays or Thursdays, with me optional based on availability.

I raised prior issues with travelers not receiving flight cancellation notifications.  We did not resolve that on the call, so Claire will review our notification settings and we will provide examples of missed notices.

2.  Attendee List
- Claire Cetola
- Connor Meuret
- Scott Warner
- Brianna Lowery
- Barbara Bement

3.  Action Items
- Connor Meuret - Send addendum for the unused ticket service (25 percent fee) for signature.
- Scott Warner - Review and sign the unused ticket service addendum.
- Claire Cetola - Audit all Canadian users for point-of-sale overrides with Connor and revert to Canada POS where needed.
- Claire Cetola - Email confirmation once the Canada POS/user audit and fixes are complete.
- Claire Cetola - Schedule next week's working session with Barbara and Brianna to enable the unused ticket service and define parameters.
- Barbara Bement - Join setup session; provide list of eligible credits, including travelers who have left or will not use credits.
- Brianna Lowery - Join setup session; review and validate parameters for applying expiring credits.
- Brianna Lowery - Review Navan's custom accounting export; confirm SAP field mapping and required columns to reduce manual work.
- Claire Cetola - Propose a quarterly 30-minute check-in on a Tuesday or Thursday; add Scott as optional.
- Claire Cetola - Review and confirm traveler notification settings for flight changes/cancellations.
- Barbara Bement and Brianna Lowery - Share examples of missed flight cancellation notices to help Navan troubleshoot.

4.  Relevant Timelines
- Next week - Working session with Claire to:
  - Enable unused ticket service and set parameters for when to transfer credits.
  - Walk through custom accounting export for SAP.
- This week/Next week - Connor to send service addendum; Scott to sign.
- After user audit - Claire to confirm CAD billing is corrected for Canadian users.
- Quarterly (Tues/Thurs) - Light 30-minute cadence with Claire; Scott optional.

5.  Additional Notes
- Canadian billing issue: Root cause was user-level POS overrides forcing US point of sale; resolved for test user and pending audit for the rest.  Ensure the CAD corporate card remains prioritized for the Canada department.
- Basic economy: We intentionally allow it to avoid price discrepancy complaints.  No change requested, but we understand the flexibility risk.
- Unused ticket service: Not all airlines allow name changes (e.g., British Airways).  Claire/Connor will provide a list of eligible carriers.  The 25 percent fee is acceptable given our recent losses.
- Flight notifications: We have had instances where travelers were not notified of cancellations.  We need a review of Navan notification settings and preferences, plus stronger traveler comms where possible.
- Accounting workflow: Current process is manual (booking report, transaction report, statement exports).  The custom export may significantly reduce manipulation for SAP.  We should map required fields and standardize the process after next week's discussion.