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:
Select My Account from the TravelBank left navigation menu.
Select the Payment Methods tab.
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).
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).Figure 2. Set as corporate card? toggle on the update card dialog
Figure 3. Set as corporate card? toggle on the Add New Payment Method dialog
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).
Figure 4. Set as default card? Toggle and Credit Card Access section of the update card or add new payment method dialog
Turn the Set as default card? toggle to Yes.
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).
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.To save your changes:
Select Add if you are adding a new payment method.
Select Update if you are updating an existing card.
Need help?
If you need help, contact the TravelBank support team:
Email support@travelbank.com.
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