Create your TravelBank account.

Learn about TravelBank corporate travel, because your employees have access to book travel.

Learn about the TravelBank default travel policy, which comes with the free plan.

Add hotel rewards if you have opted into the program. (Learn how to turn rewards on or off and adjust rewards rates, as well as redeem rewards.)

Learn about expense management, because your employees have access to upload expenses (receipts) and create expense reports.

Learn about the TravelBank default expense policy, which comes with the free plan.

Set up your general ledger integration.

Explore reporting. In TravelBank, you can view lists of information, such as lists of cards and expenses. Note that Premium Insights provides robust reporting (fee applies). Contact TravelBank to enable Premium Insights. You can chat with us in the app or email us at commercialrewards@travelbank.com.

Review company rewards points if you have them: Your card program is set up to receive either a rebate or company rewards points. If your organization has chosen the points, review how to earn and redeem company rewards.

Learn who to contact for different Commercial Rewards Card topics.

Link your Commercial Rewards account with your bank so you can make payments on your Commercial Rewards card. (View the "Make a payment, Commercial Rewards card" video.)

Add and edit employees for your organization, including inviting them to TravelBank.

Set up user roles and permissions.

Review and set up corporate cards.

Send out employee onboarding emails.

Cardholders may need to Whitelist TravelBank emails.

Have cardholders activate their cards, log in to TravelBank, and download the mobile app.