Skip to main content
Set the default card for travel

Set a corporate card as the default card for travel for your organization

Anna Allen avatar
Written by Anna Allen
Updated today

Purpose

This article describes how to set a corporate card as the default card for travel for your organization.

Audience

This article applies to TravelBank administrators.

Steps

To set the default card for travel for your organization, take the following steps:

  1. Select My Account from the TravelBank left navigation menu.

  2. Select the Payment Methods tab.

  3. Select Edit for the payment method you want to set as the default card for travel, or, if you have not yet added a payment method, select Add (Figure 1).

    My Account page, Payment Methods tab, showing one payment method with Edit outlined for emphasis, as well as the Add button below Edit

    Figure 1. Select Edit or Add on the My Account page > Payment Methods

    This brings up an update credit card dialog (Figure 2) or Add New Payment Method dialog (Figure 3).

    Update Credit Card Ending in #### dialog with the Set as corporate card? toggle outlined for emphasis

    Figure 2. Set as corporate card? toggle on the update card dialog

    Add New Payment Method dialog with the Set as corporate card? toggle outlined for emphasis

    Figure 3. Set as corporate card? toggle on the Add New Payment Method dialog

  4. In either dialog, turn the Set as corporate card? toggle to Yes. This brings up a Set as default card? toggle and a Credit Card Access section (Figure 4).

    Update Credit Card Ending in #### dialog with Set as corporate card? toggle to Yes, and showing the Set as default card? toggle and Credit Card Access section

    Figure 4. Set as default card? Toggle and Credit Card Access section of the update card or add new payment method dialog

  5. Turn the Set as default card? toggle to Yes.

  6. In the Credit Card Access section, select Entire Organization to make the card the default card for your entire organization. Or select Specific Departments to specify which departments the card should be the default card for (Figure 5).

    My Account page, Payment Methods tab, showing one payment method with Edit outlined for emphasis, as well as the Add button below Edit

    Figure 5. Credit Card Access section of the update or create card dialog

    For example, the Finance department could have a default card ending in 1234, and the Human Resources department could have a default card ending in 5678.

  7. To save your changes:

    1. Select Add if you are adding a new payment method.

    2. Select Update if you are updating an existing card.


Need help?

If you need help, contact the TravelBank support team:

  • From the website or mobile app: Open the TravelBank left navigation menu and select Chat with us.


Publish date: March 14, 2025

Last update: NA

Did this answer your question?