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Advanced configurations
Learn about advanced administrative functions, including integrations and complex banking requirements
Company Settings: DepartmentsCreate Departments to organize your company, and map them to your general ledger.
Learn about TravelBank user roles and permissionsLearn about the different user roles in the Employee Directory, and how they affect travel and expense policies
Add and edit employeesUse the Employee Directory to add and edit employees in TravelBank
Importing users through CSVThe fastest way to add or modify your users in bulk
Learn about delegatesLearn about the delegate role for TravelBank users
Assign (add) delegate to host manuallyLearn how to manually assign delegates to take action on others’ behalf
Import delegates using a .csvSave time by importing delegate assignments in bulk
Review and manage your organization's default travel policyLearn about TravelBank's default Travel Policy, create your own, activate and adjust rewards as well as Custom Fields
Manage your organization's expense policiesLearn about TravelBank's default expense policy and how to create custom expense policies
Expense Policy: Approval RulesTake advantage of this new approval flow, use Approval Rules to give special routing to spend, category or both.
Integrations: Setting Up Single Sign-OnStreamline user sign in with Single Sign-On (SSO), and control access.
Integrations: Setting up Okta for SSOWhat is Okta and how do I get started?
Integrations: Setting up Okta for SCIM Directory SyncFollow this guide to setup Okta with TravelBank
Integrations: Scheduled Expense ExportSetup an automated Expense Export, choose between Email or SFTP delivery
Integrations: Setting Up JumpCloud SSOLearn how to configure SAML SSO with JumpCloud, and grant access to User Groups
Integrations: Workday & UltiPro TravelBank IntegrationsLearn about Human Resource Information System (HRIS)
Integrations: XeroIntegrate Xero General Ledger with TravelBank
Corporate Card SyncLearn how to setup a Business Credit Card sync, or request a Corporate Credit Card sync.