Purpose
This article outlines TravelBank features available for Commercial Rewards Card program paid plan administrators to get started in setting up and using TravelBank.
Audience
This article is directed toward administrators with a paid TravelBank expense account or travel management account, or both.
What is the Commercial Rewards Card paid 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 paid plan provides customized travel and expense management policies.
Get started with the Commercial Rewards Card
The following list provides the basic tasks that you need to complete, as well as links to reference articles that provide additional information, to get started with the Commercial Rewards Card program paid plan.
Set up your program
Learn about travel.
Learn about TravelBank corporate travel, because your employees have access to book travel.
Set up your Travel policy. With the paid plan, you can set up custom policies, budget criteria, and a travel booking approval workflow.
Managing travel admin guide (For program administrators): If you use travel, review this guide regarding administrative tasks. This guide shows you how to input travel policy settings for your organization.
Corporate travel user guide (for cardholders and travelers): If you use travel, send this link to cardholders.
Turn on or off rewards for your organization, and learn how to use the points you’ve earned with TravelBank.
Learn about expense management, because your employees have access to upload expenses (receipts) and create expense reports:
Managing expenses admin guide (for program administrators): If you use expense management, review this guide for administration tasks.
Managing expenses user guide (for cardholders): If you use expense management, send this link to cardholders.
⚠️ Important information about expense management for all card programs!
⚠️ Important information about expense management for all card programs!
TravelBank sends your cardholders automated emails about expense management. These emails cannot be turned off, as they remind cardholders to review their transactions to ensure that they made the transactions and there are no fraudulent transactions on the account.
Transactions link to an expense report in TravelBank. You cannot turn off the expense report part of the system. If you are not using expense management, your employees do not need to create expense reports for their transactions.
If an employee does create an expense report, it is routed to the approver assigned to the cardholder in the Employee Directory.
Set up your expense management policy, including custom expense categories, departments, approval structure, and approval rules.
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.
Set up your payment method. If you have not set up autopay, you may use telepay or another method for making a payment on your card program. To add and validate a payment account so you can make an online payment, from the left-hand menu, select “Manage” > “Payments” > “Add Payment Account”. You can then use this payment account to make a payment.
Set up your reimbursement account: TravelBank allows your organization to reimburse employees for out-of-pocket expenses. All reimbursements are made as Automated Clearing House (ACH) deposits, and if you select the daily schedule, employees will get their funds one business day after the expense report has reached final approval status. (View the related video.)
Ask about custom files. If your organization needs a custom file feed or enterprise resource planning (ERP) integration, contact our customer service team by chat or email for pricing information.
Prepare your employees
Add and edit employees for your organization, including inviting them to TravelBank.
Add delegates as needed. Delegates can log into their hosts’ profiles to help book travel or complete expense reports for them.
Send out employee onboarding emails.
Cardholders may need to Whitelist TravelBank emails.
Have users set up their reimbursement bank account.
Send the Commercial Rewards Card user guide link to employees so they can familiarize themselves with the system.
Need help?
If you need help, contact the Commercial Rewards Program team at commercialrewards@travelbank.com.
Publish date: December 21, 2023
Last update: February 11, 2025