TravelBank

This article outlines TravelBank features available for Commercial Rewards Card free plan administrators to get started in setting up and using TravelBank.  

This article is directed toward administrators with a free TravelBank expense and travel management account.   

What is the Commercial Rewards Card free plan? 

The Commercial Rewards Card program combines credit card, travel, and expense management in an all-in-one platform powered by TravelBank. Commercial Rewards and TravelBank allow you to make payments, track and submit your expenses, and book business travel. The free plan provides a default travel policy and default expense management policy. 

Get started with Commercial Rewards Card 

The following list provides the  free tasks that you need to complete to get started with the Commercial Rewards Card program free plan, as well as links to reference articles that provide additional information. 

<a href="http://support.travelbank.com/en/articles/8653792-create-your-travelbank-account">Create your TravelBank account</a>.  

<a href="https://support.travelbank.com/en/articles/7944167-corporate-travel-user-guide" rel="nofollow noopener noreferrer" target="_blank">Learn about TravelBank corporate travel</a>, because your employees have access to book travel.  

<a href="https://support.travelbank.com/en/articles/8713149-review-your-organization-s-travel-policy" rel="nofollow noopener noreferrer" target="_blank">Learn about the TravelBank default travel policy</a>, which comes with the free plan.  

Add hotel rewards if you have opted into the program. (Learn how to <a href="https://support.travelbank.com/en/articles/2721269-travelbank-rewards-overview" rel="nofollow noopener noreferrer" target="_blank">turn rewards on or off and adjust rewards rates</a>, as well as <a href="https://support.travelbank.com/en/articles/2712664-redeem-rewards" rel="nofollow noopener noreferrer" target="_blank">redeem rewards</a>.) 

<a href="https://support.travelbank.com/en/articles/7944197-managing-expenses-user-guide" rel="nofollow noopener noreferrer" target="_blank">Learn about expense management</a>, because your employees have access to upload expenses (receipts) and create expense reports.  

<a href="https://support.travelbank.com/en/articles/8713173-review-your-organization-s-expense-policy" rel="nofollow noopener noreferrer" target="_blank">Learn about the TravelBank default expense policy</a>, which comes with the free plan. 

<a href="https://support.travelbank.com/en/articles/8713177-travelbank-enterprise-resource-planning-erp-integrations" rel="nofollow noopener noreferrer" target="_blank">Set up your general ledger integration</a>.  

<a href="http://support.travelbank.com/en/articles/8733605-learn-about-core-insights">Explore reporting</a>. In TravelBank, you can view lists of information, such as lists of cards and expenses. Note that <a href="https://support.travelbank.com/en/collections/6362076-core-and-premium-insights" rel="nofollow noopener noreferrer" target="_blank">Premium Insights</a> provides robust reporting (fee applies). Contact TravelBank to enable Premium Insights. You can chat with us in the app or email us at <a href="mailto:commercialrewards@travelbank.com" rel="nofollow noopener noreferrer" target="_blank">commercialrewards@travelbank.com.</a> 

- <a href="http://support.travelbank.com/en/articles/8653792-create-your-travelbank-account">Create your TravelBank account</a>.  
- <a href="https://support.travelbank.com/en/articles/7944167-corporate-travel-user-guide" rel="nofollow noopener noreferrer" target="_blank">Learn about TravelBank corporate travel</a>, because your employees have access to book travel.  
- <a href="https://support.travelbank.com/en/articles/8713149-review-your-organization-s-travel-policy" rel="nofollow noopener noreferrer" target="_blank">Learn about the TravelBank default travel policy</a>, which comes with the free plan.  
- Add hotel rewards if you have opted into the program. (Learn how to <a href="https://support.travelbank.com/en/articles/2721269-travelbank-rewards-overview" rel="nofollow noopener noreferrer" target="_blank">turn rewards on or off and adjust rewards rates</a>, as well as <a href="https://support.travelbank.com/en/articles/2712664-redeem-rewards" rel="nofollow noopener noreferrer" target="_blank">redeem rewards</a>.) 
- <a href="https://support.travelbank.com/en/articles/7944197-managing-expenses-user-guide" rel="nofollow noopener noreferrer" target="_blank">Learn about expense management</a>, because your employees have access to upload expenses (receipts) and create expense reports.  
- <a href="https://support.travelbank.com/en/articles/8713173-review-your-organization-s-expense-policy" rel="nofollow noopener noreferrer" target="_blank">Learn about the TravelBank default expense policy</a>, which comes with the free plan. 
- <a href="https://support.travelbank.com/en/articles/8713177-travelbank-enterprise-resource-planning-erp-integrations" rel="nofollow noopener noreferrer" target="_blank">Set up your general ledger integration</a>.  
- <a href="http://support.travelbank.com/en/articles/8733605-learn-about-core-insights">Explore reporting</a>. In TravelBank, you can view lists of information, such as lists of cards and expenses. Note that <a href="https://support.travelbank.com/en/collections/6362076-core-and-premium-insights" rel="nofollow noopener noreferrer" target="_blank">Premium Insights</a> provides robust reporting (fee applies). Contact TravelBank to enable Premium Insights. You can chat with us in the app or email us at <a href="mailto:commercialrewards@travelbank.com" rel="nofollow noopener noreferrer" target="_blank">commercialrewards@travelbank.com.</a> 

<a href="http://support.travelbank.com/en/articles/8729561-add-and-edit-employees">Add and edit employees for your organization</a>, including inviting them to TravelBank.

<a href="https://support.travelbank.com/en/articles/8868679-learn-about-commercial-rewards-card-user-roles-and-permissions" rel="nofollow noopener noreferrer" target="_blank">Set up user roles and permissions</a>. 

<a href="https://support.travelbank.com/en/articles/7198332-commercial-rewards-card-program-administrator-guide" rel="nofollow noopener noreferrer" target="_blank">Review and set up corporate cards</a>.   

Send out <a href="https://support.travelbank.com/en/articles/8525426-emails-for-onboarding" rel="nofollow noopener noreferrer" target="_blank">employee onboarding emails</a>.  

Cardholders may need to <a href="https://support.travelbank.com/en/articles/2796105-receiving-travelbank-emails" rel="nofollow noopener noreferrer" target="_blank">Whitelist TravelBank emails</a>.     

<a href="https://support.travelbank.com/en/articles/7117094-commercial-rewards-card-user-guide" rel="nofollow noopener noreferrer" target="_blank">Have cardholders activate their cards, log in to TravelBank, and download the mobile app</a>.  

- <a href="http://support.travelbank.com/en/articles/8729561-add-and-edit-employees">Add and edit employees for your organization</a>, including inviting them to TravelBank.
- <a href="https://support.travelbank.com/en/articles/8868679-learn-about-commercial-rewards-card-user-roles-and-permissions" rel="nofollow noopener noreferrer" target="_blank">Set up user roles and permissions</a>. 
- <a href="https://support.travelbank.com/en/articles/7198332-commercial-rewards-card-program-administrator-guide" rel="nofollow noopener noreferrer" target="_blank">Review and set up corporate cards</a>.   
- Send out <a href="https://support.travelbank.com/en/articles/8525426-emails-for-onboarding" rel="nofollow noopener noreferrer" target="_blank">employee onboarding emails</a>.  
- Cardholders may need to <a href="https://support.travelbank.com/en/articles/2796105-receiving-travelbank-emails" rel="nofollow noopener noreferrer" target="_blank">Whitelist TravelBank emails</a>.     
- <a href="https://support.travelbank.com/en/articles/7117094-commercial-rewards-card-user-guide" rel="nofollow noopener noreferrer" target="_blank">Have cardholders activate their cards, log in to TravelBank, and download the mobile app</a>.  

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If you need help, contact the Commercial Rewards Program team at  <a href="mailto:commercialrewards@travelbank.com" rel="nofollow noopener noreferrer" target="_blank">commercialrewards@travelbank.com</a>.

Purpose

Audience

What is the Commercial Rewards Card free plan?

Get started with Commercial Rewards Card

Set up your program

Prepare your employees

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