Languages & CurrencyConvert from over 150 currencies with TravelBank's multi-currency function
Managing expenses admin guideLearn how to manage your employees and your expense policies.
Expense policy: Mileage reimbursement rateSet a custom mileage reimbursement rate.
Setting up Spend AlertsEmpower your default expense policy, or create custom expense policies, create category rules and limits.
Expense CategoriesManage Expense Categories active within Expense Policy, edit and create your own.
Create and manage expense custom fieldsSet up and manage expense custom fields in TravelBank
Complete an expense exportLearn how to export expenses to a .csv file
Sync your Silicon Valley Bank corporate cardFollow these steps to get your Silicon Valley Bank corporate card sync set up with TravelBank
Expense reports: Approving, editing and returningLearn how to make changes or send reports back to the employee who submitted them.
Learn about reimbursement time framesLearn about the time frames for TravelBank reimbursements
Use split summary view of expense reportsLearn how to use a split summary view of expense reports
Complete a transaction exportLearn how to export transactions to a .csv file
Frequently asked questions
Frequently asked questions about expense management for account admins
Why don't I see the custom fields I created on my transaction export?
In what format will my transaction export be?
Why didn't I receive my transaction export?
If I make modifications to the column configurations during a transaction export, will I have to reorder them every time I export transactions?
Why am I receiving an “Export failed unexpectedly” error message when I complete a transaction export?
Why didn't I receive a third-party file feed agreement to sign in order to sync my transactions from my Silicon Valley Bank corporate card?
Why doesn't the expense export show the custom fields I created?
In what format will my expense export be?
If I make modifications to the column configurations for an expense export, will I have to reorder the columns every time I export expenses?
Why didn't I receive my expense export?
Why does the expense export page hang with a spinning gear?
How do I change the field type of my expense custom field?
Why am I receiving an “Expense export failed” error message?
How do I change the name of an expense custom field?
Expense Export FAQFind out what's new with our latest Expense Export release (Available Late May 2020)
How are Refund to Company expenses synced over to the General Ledger?
When an employee owes money, how does TravelBank process the refund?