This article introduces users to the features of the My Cards page in the Android version of the TravelBank mobile app.
This article applies to all TravelBank mobile app users with an Android device.
Access the My Cards page
To access the My Cards page in the TravelBank mobile app, select the top-left menu, and then “My Cards”.
Overview of My Cards
On the My Cards page, your cards are grouped by card type: Corporate Cards, Personal Cards, and Payment Methods, as shown in Figure 1.
Figure 1. My Cards page in the TravelBank app, Android version
If you have more than five cards in one group, a “View # Other Cards” option appears. When you select the option, the other cards appear.
When you select a specific card, a card details page opens (see Figure 2) and shows the card limit, card tags, expense assignee, valid until date, and other information. The information shown depends on the type of card you selected.
For instance, personal cards show toggles for non-reimbursable and transaction sync.
Figure 2. Card details page
You can switch cards by swiping right or left.
Filter My Cards
By default, your expired and deactivated cards are disabled, or not shown, on the My Cards page, but you can see these cards by selecting the filter in the top-right corner, and then selecting “Expired” and “Deactivated” under “Status”.
You can also filter by card type, including Personal, Corporate Card, and Physical or Virtual.
After selecting a filter or filters, select “View # Results”.
When you scroll down on a card page, there is a list of transactions for that card. You can open a transaction by selecting it, and this brings up additional transaction information.
You can filter your transactions by date range or transaction type.
Assign transaction to report
You can assign a transaction to a report or add/update a receipt by selecting the respective button under the transaction (see Figure 3).
Figure 3. Assign Report and Add Receipt to a transaction
Delete a personal card transaction
If a transaction can be deleted, when you select the transaction a “Delete” option appears.
To delete a transaction:
Select the “Delete” option. This brings up a “Delete all items?” confirmation pop-up window.
Select “Delete” to confirm the deletion.
Once you delete a transaction, or if you’ve deleted any transactions previously, a filter is automatically applied to show your deleted items.
Restore a personal card transaction
To restore a transaction that you previously deleted:
Select the transaction. This brings up an option to “Restore” the transaction.
Add or remove a card
Review our “Add a card” article to learn about this topic.
Modify payment method details
To modify a payment method, take the following steps:
Scroll left or right to the payment method you want to update.
Select “Modify” at the bottom of the screen.
Modify your information as needed.