Expense & Transaction Quick OverviewWatch our brief video to acquaint yourself with Expenses & Transactions
Expenses & Transactions: Add, Merge and SubmitManage your expenses and corporate card transactions, assign them to an expense report and submit them for approval.
My CardsAdd credit cards and view Synced Transactions
Expenses: Multi-Stop MileageYou can now accurately track your trips, even when they include multiple destinations.
Expenses: Refund to CompanyIf you need to input a refund, or credit, learn how to do so here.
Expenses: Repeat ExpenseLearn how to create and edit Repeat Expenses
Expenses: Mobile AppWork on your Expenses while on the go with TravelBank's mobile app for iOS and Android
Expenses: About Line ItemsAdd and remove line-items from your Expenses
Expenses: MileageTrack mileage with Expenses
Mileage CalculationCreate a mileage expense to get reimbursed for travel
Expense Report: Exporting as a PDFStay organized: keep a copy of your Expense Report saved as a PDF for your records
Expenses: Creating & Submitting Expense ReportsGet started creating, organizing and submitting Expense Reports
Add comments to expense reportsLearn how to add comments to expense reports.
Quick guide: Managing and merging your corporate card transactionsA quick guide on how to manage your synced card transactions
Switch to and from an account you are a delegate forLearn how to switch to accounts to which you have delegate access
Simple Expense ReportsOrganize your expenses to fit your needs by creating custom-named expense reports.
Submit an Expense Report WalkthroughWatch our brief video to acquaint yourself with submitting your expense report.
Expenses and transactions: Forwarding email receiptsForward email receipts from your work or personal email address to TravelBank, and we'll convert them into expenses for you.
Credit Card SyncHow to assign credit card expenses to your report
Transaction Sync TimeframesLearn about timeframes and frequencies of transaction syncs
Synced Transactions: Complete, Merge and SubmitGet your synced card transactions ready for submitting by completing them with a receipt, or by merging them with an expense.
Synced Transactions: Complete, Merge and Submit (video)Watch our brief video to acquaint yourself with completing, merging and submitting corporate card synced transactions.
Frequently asked questions
Frequently asked questions about expense management for employees
How many images can I forward to TravelBank, and will they be converted into individual expenses?
Why don't I see an option to itemize expense when I'm creating a new expense?
Will my corporate card transaction automatically appear on the Expenses & Transactions page?
Can I email more than one receipt at a time to TravelBank?
Why do some categories allow me to itemize expenses and others do not?
If I add my personal card to my TravelBank account, will transactions I charge for business automatically pair?
Why didn't my expense pair with my synced transaction?
Can I email PDF receipts to TravelBank?
If I accidentally merge the wrong expense to a transaction, can I unmerge the expense and transaction?
I've synced my personal card with TravelBank; where are my transactions?
When I sign in to the website, why can't I see an expense I added using my phone?
I have two expenses of the same dollar amount; will they automatically pair?
Why can't I delete an expense?
Why can't I itemize my expense?
Why didn't my expense automatically merge with my synced transaction?
Can a host employee who has delegates be a delegate for another host employee?
Will comments appear in an expense export?
Will my corporate card transaction automatically appear in the Expenses tab?
Do the dates of my transactions and expenses need to match exactly?
If I create a new Personal Card/Reimbursable expense, can I change it to a Refund to Company expense later?
If I accidentally use my company credit card for a purchase and then have the merchant process a return, can I use Refund to Company to report the return?
Do I need to upload a receipt when I create a Refund to Company expense?
I have administrator privileges in my company settings. Why can’t any of my delegate users see Company Settings when they log in to my account?
Can I add a comment to an expense report if I've already returned it?
When I create an expense, why don't I see an option to split my expense?
How will I know whether my manager has left a comment on my expense report?
Why can't I see all of my expenses or transactions on the Expenses & Transactions page?
I split my expense; why can't I submit my expense?
Do I have to sign out and back in to return to my TravelBank account?
Why do my repeat expenses no longer show allocations?
I selected two items; why can't I merge them?
Why can't I submit my expenses?
Can I assign an employee to be a delegate of more than one host?
Do only expenses created by forwarded receipts automatically pair with transactions?
If I have delegate access can I add a reimbursement bank account for another user?
FAQ: Syncing Credit Card TransactionsLearn more about Synced Cards and U.S. Bank Instant Cards™ Synced Transactions