This article is part of the Commercial Rewards Card free plan guide or Commercial Rewards Card paid plan guide, or both. You can navigate back to each guide with the previous links and take the next onboarding steps.
Purpose
This article describes how to complete several tasks related to Commercial Rewards Cards.
Audience
This article applies to Commercial Rewards program administrators.
Activate your TravelBank account
To get started, check your inbox for an email from TravelBank inside there is a blue button you can click to activate your account. Don't forget to check your spam, or junk folders to see if your email service may have filtered your messages. Open the link to complete setting up your account.
Note - If you can't find the email, contact commercialrewards@travelbank.com and we will check to see if your account is ready for activation.
Complete program administration tasks upon initial implementation
When your organization implements the Commercial Rewards program, the implementation team sets up your employees and cards in the system for you based on the information you provided.
Card delivery options:
Mail all cards to a single person or location for distribution
Mail cards directly to the addresses on file for each account
Completing these tasks will prepare you and the card holders to use the program:
Send cardholders an automated invitation to log into TravelBank.
Log in to TravelBank.
Navigate to Company Settings > Employees.
Click “Employee Directory.”
In the Status column, click the “Invite” button next to each employee record to send an automated email with instructions to log into TravelBank.
After you have sent an invitation, the Status button changes to “Invite Sent.”
When an employee has logged into TravelBank to activate their account, the Status button changes to “Active.”
Read through this admin guide so that you understand how to manage your card program.
Send the Commercial Rewards: Card User Guide link to the employee so that they may familiarize themselves with the system.
⚠️ Important information about expense management for all card programs!
⚠️ Important information about expense management for all card programs!
Your cardholders will receive automated emails from TravelBank about Expense Management. These emails cannot be turned off. The emails helpfully remind cardholders to look at their transactions to ensure that they made the transactions and that there are no fraudulent transactions on the account.
Transactions link to an expense report in TravelBank. You cannot turn off the expense report part of the system. If you are not using Expense Management, your employees do not need to create expense reports for their transactions.
If an employee does create an expense report, it will be routed to an approver if an approver for that cardholder is listed in the Employee Directory.
Custom files
If your organization needs a custom file feed or ERP integration please contact our customer service team for pricing information. Contact customer service via chat or by emailing commercialrewards@travelbank.com.
Use expense management
Your organization has access to use Expense Management in TravelBank. Here are some resources you can use to learn more:
Managing Expenses Admin Guide (for Program Administrators) If you use Expense Management, review this guide for administration tasks.
Managing Expenses User Guide (for Cardholders). If you use Expense Management, send this link to cardholders.
Emails for Onboarding (for Program Administrators). Use these email templates to communicate usage of Expense Management to your employees.
⚠️ Important information about expense management for all card programs!
⚠️ Important information about expense management for all card programs!
Your cardholders will receive automated emails from TravelBank about Expense Management. These emails cannot be turned off. The emails helpfully remind cardholders to look at their transactions to ensure that they made the transactions and that there are no fraudulent transactions on the account.
Transactions link to an expense report in TravelBank. You cannot turn off the expense report part of the system. If you are not using Expense Management, your employees do not need to create expense reports for their transactions.
If an employee does create an expense report, it will be routed to an approver if an approver for that cardholder is listed in the Employee Directory.
Booking travel
Users in your organization can book travel via TravelBank. Here are some resources you can use to learn more:
Managing Travel Admin Guide (For Program Administrators) If you use Travel, review this guide regarding administration tasks. This guide shows you how to input travel policy settings for your organization.
TravelBank User Guide Corporate Travel (for Cardholders and Travelers) If you use Travel, send this link to cardholders.
Emails for Onboarding (for Program Administrators) Use these email templates to communicate usage of Expense Management to your employees.
Questions?
Chat with us in the app or email commercialrewards@travelbank.com
Publish date: NA
Last update: January 15, 2025