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 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.
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.
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 success@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 navigation 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 “Reimbursement overview” video.)
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 Email.
Have users set up their reimbursement bank account.
Need help?
If you need help, contact the TravelBank support team:
Email support@travelbank.com.
From the website or mobile app: Open the left navigation menu and select “Chat with us”.
Publish date: January 30, 2024
Last update: April 20, 2024