Simple Expense Reports
To get started make sure you signed into "app.travelbank.com" in your web browser, or that you've downloaded the mobile app.
- To create a new report select Reports in the sidebar. Then choose the "+New" button next to "Create a new report" in the upper righthand corner.
- In the "Title" field the default suggested name is displayed as "Company Offsite", click in the field and you can customize the name. This will make identifying the Expense Report easier in the future.
- In the "Assign To" field there is a drop-down menu which allows you to select which category you'd like to assign the expenses. To continue, choose "Create" at the bottom of the screen.
- From the Reports screen you can click on your new Expense. In the upper righthand corner next to "Manage Report" choose "Options". From here you can add Expenses, Milage, edit the Report, generate a PDF, or delete the Report.
You can now itemize line items on your expenses. Choose "Add Line Item" and you can choose the applicable category, assign a dollar amount and providing a description is optional.
The line items are balanced off of the expense total, so you'll want to ensure that the items equal the expense total. You can see that the expense will display any discrepancy between your line items and the expenses total.