This article introduces users to the TravelBank Premium Insights product.

This article is directed toward TravelBank users with access to Premium Insights.

Premium Insights streamlines the ability for both admins and department managers to track and report on every metric within their respective teams. With expenses and bookings captured in one place, you can customize and export data to monitor real-time spend and compliance as employees spend against company policies.

Premium Insights has several functions:

With Premium Insights, you gain access to a summary of items in your organization, including receipts for both travel and expenses, top savers, approval compliance, high spend items, and airfare and hotel booking leakage.

On the expense side, you can see all expense reports that have been submitted at any given time, as well as which ones are outstanding.

With Premium Insights, you can learn about the high-level state of your organization’s spend, and use travel and expense dashboards get a more focused view into each area of spend.

You can also monitor total savings against your travel policy and identify how often employees are booking over or under budget.

Premium Insights allows you to use historical data as benchmarks to help forecast future spend and improve employee behavior.

You can also view expense spend by category to monitor categories spending outside of budget.

Premium Insights allows you to use your spend data to build configurable reports that answer more specific questions.

You can schedule hourly, daily, or weekly Insight reports to your inbox and view your data on the go. You can also set up trigger reports that are sent to your inbox anytime there’s an exception or a threshold is met.

If you need help, contact the TravelBank support team: