Expense management
Learn how to manage your expenses with TravelBank
Managing expenses user guideGet started with managing expenses using TravelBank
Add a bank account for reimbursementsLearn how to add a bank account for reimbursements, and what to do if you encounter a problem
Add a cardAdd a card in the My Cards section of the TravelBank mobile app
Manage pending transactionsLearn about real-time authorization (RTA) pending transactions
View declined transactionsLearn how to view declined transactions
Learn about the Android My Cards pageLearn about the features of the My Cards page in the Android version of the TravelBank mobile app
Attach multiple receipts to an expenseLearn how to attach multiple receipts to one expense
Create and split expensesVideo: Learn how to create an expense with splits
Why is my card declined?Learn why you may get a “card declined” message when using your US Bank card
Expense & Transaction Quick OverviewWatch our brief video to acquaint yourself with Expenses & Transactions
Expenses & Transactions: Add, merge, and submitManage your expenses and corporate card transactions, assign them to an expense report and submit them for approval.
My CardsAdd credit cards and view Synced Transactions
Expenses: Refund to CompanyIf you need to input a refund, or credit, learn how to do so here.
Expenses: Repeat ExpenseLearn how to create and edit Repeat Expenses
Expenses: Mobile AppWork on your Expenses while on the go with TravelBank's mobile app for iOS and Android
Expenses: About Line ItemsAdd and remove line-items from your Expenses
Expenses: MileageTrack mileage with Expenses
Expense report: Exporting as a PDFStay organized: keep a copy of your expense report saved as a PDF for your records
Expenses: Creating and submitting expense reportsGet started creating, organizing, and submitting expense reports
Add comments to expense reportsLearn how to add comments to expense reports.
Quick guide: Managing and merging your corporate card transactionsA quick guide on how to manage your synced card transactions
Switch to and from an account you are a delegate forLearn how to switch to accounts to which you have delegate access
Simple Expense ReportsOrganize your expenses to fit your needs by creating custom-named expense reports.
Submit an Expense Report WalkthroughWatch our brief video to acquaint yourself with submitting your expense report.
Expenses and transactions: Forwarding email receiptsForward email receipts from your work or personal email address to TravelBank, and we'll convert them into expenses for you
Credit Card SyncHow to assign credit card expenses to your report
Transaction sync timeframesLearn about timeframes and frequencies of transaction syncs
Synced Transactions: Complete, Merge and SubmitGet your synced card transactions ready for submitting by completing them with a receipt, or by merging them with an expense.
Synced Transactions: Complete, Merge and Submit (video)Watch our brief video to acquaint yourself with completing, merging and submitting corporate card synced transactions.
Languages & CurrencyConvert from over 150 currencies with TravelBank's multi-currency function
Managing expenses admin guideLearn how to manage your employees and your expense policies.
Expense policy: Mileage reimbursement rateSet a custom mileage reimbursement rate.
Create and manage expense custom fieldsSet up and manage expense custom fields in TravelBank
Complete an expense exportLearn how to export expenses to a .csv file
Sync your Silicon Valley Bank corporate cardFollow these steps to get your Silicon Valley Bank corporate card sync set up with TravelBank
Expense reports: Approving, editing and returningLearn how to make changes or send reports back to the employee who submitted them.
Learn about reimbursement time framesLearn about the time frames for TravelBank reimbursements
Use split summary view of expense reportsLearn how to use a split summary view of expense reports
Complete a transaction exportLearn how to export transactions to a .csv file
Frequently asked questions
Frequently asked questions about expense management
I received an automated email that my bank account information was missing. I added it; why haven't I been reimbursed yet?
I submitted my report; why haven't I been reimbursed yet?
Why was my deposit returned?
If I submit an expense report but want to have the money deposited into a different account, can I choose where the reimbursement will go?
What do I do if I didn't add my bank account for reimbursement before my expense report was approved?
Can I use my debit card as my bank account number for reimbursements?
I received an email stating that I was reimbursed; why can't I find my deposit in my bank account?
What if I never received the $0.01 verification deposit when adding a bank account for reimbursements?