When you sync your corporate credit cards with the platform you can easily select and assign transactions to an Expense Report. Admins can then view whether their transactions have been assigned to an expense report.

Below you will learn more about how transactions synchronize from your bank or card issuer to the platform through a corporate card sync.

Here are some examples of the supported business credit cards:

If you have admin permissions, sign into "app.travelbank.com" with your login email address. In the navigation menu:

Company Settings > Corporate Card Connections > Bank Connections

1. Choose "Search" to the right of "Bank and Card Search", you may need to scroll to the bottom of the page.

2. In the Plaid overlay you can either choose your bank from one of the tiles, or click in the search bar and type in the card issuer's name.

3. After you select the card issuing bank Plaid will display the name of the bank, choosing "Continue to Login" will open up a pop-up window, here you'll enter your login credentials to connect your card program to the platform.

Here are some examples of the supported corporate credit card programs:

If you would like to add your corporate credit card program to your company's platform account, send an email to "implementation@travelbank.com" and include the following information:

If you have a physical card, you can look at the front of the card to determine whether "Corporate" is printed on the card. Additionally, corporate card programs are usually handled by an account manager. If you are unsure, you may contact the card issuer for clarification. If your card is a corporate card, try and collect the account manager's email address so that you can include that in your email to the platform.

Typically it takes anywhere from 20 - 25 days for the sync to become active. Since Corporate Credit Card syncs require additional information, ensure that the account manager email address is accurate to prevent any additional delays.

When you are requesting your Corporate Credit Card program to sync with the platform, include in your email a date outside of the 20 - 25 days of expected setup time. For example, if you are requesting a card sync early in the month, you may instruct the platform to not sync any transactions until the first of the following month.

All transactions from a corporate card must be assigned to an expense report.

On the "Expenses & Transactions" page create a "Personal Card/Reimbursable Expense". If your company uses the platform for reimbursements then they will deposit money into your reimbursement account. Some companies prefer to handle expense reimbursement outside of the platform.

Only personal card expenses can be deleted, all transactions synced from a Corporate Card must be assigned to an Expense Report.

For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.