Purpose
This document explains the steps for administrators to approve travel requests in the TravelBank platform.
Audience
This article is directed toward managers with a paid TravelBank travel management account. (If you’re a traveler with a paid TravelBank travel management account, review our documentation on requesting travel approval.)
Travel booking process
Review our “Corporate travel user guide” for information on the travel booking process.
Approve travel requests
Depending on your organization's travel settings, you may need to approve travel requests for trips that are out of your organization's travel policy before the bookings can be processed.
To approve an out-of-policy travel request, take the following steps:
From the TravelBank left navigation menu, select “Manage” > “Approvals”. The bookings that require approval appear in your approvals queue (see Figure 1).
Figure 1. TravelBank Approvals page
Select the travel request you want to approve. On the “Flight Request”/”Hotel Request” page (see Figures 2 and 3), you can review any comments that the requesting employee provided about their booking.
Figure 2. Flight Request page, including comments from requesting employee
Figure 3. Hotel Request page, including comments from requesting employee
To approve the booking, select “Approve” in the bottom-right corner of the screen (see Figures 2 and 3).
Sometimes the cost of the flight may change between when the employee booked it and when the manager approves it. In that case, there may be an additional confirmation screen (see Figure 4). Select “Decline” or “Approve Updated Cost” as applicable.
Figure 4. Flight Cost Has Changed pop-up window
Once you have approved the booking, when the requesting employee navigates back to the Trips section of the Travel page, the approved trip appears in the Upcoming tab (see Figure 5).
Figure 5. Upcoming flight and hotel bookings
Get help with your trip
You can modify or cancel your hotel through the TravelBank web app or modify or cancel your flight through the TravelBank mobile app.
If you have a complex/group booking you need help with, reach out to the travel team for support:
Email reservations@travelbank.com for help with hotel booking.
Call 866-682-8785, available 24/7/365.
From the mobile app:
Select the hamburger menu in the top-left of the screen and then “Chat With Us”.
From the Travel page, select the chat icon at the top-right of your screen.
From the web app:
Select the TravelBank left navigation menu and then “Chat with us” at the bottom-left of the screen.
From the Travel page, select the chat link beneath the booking section of the page.
Questions?
You can chat with TravelBank support in the app or by email at support@travelbank.com.
Publish date: April 11, 2024
Last update: NA