Expense management
Learn how to manage your expenses
By Andrew and 3 others4 authors106 articles
- Managing expenses user guide, overviewGet started with managing expenses using TravelBank/NextView
- Add a cardAdd a card in the My Cards section of the 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 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
- Create (add) an expenseLearn how to create, or add, an expense using the platform
- Manage your expenses
- Track your mileage
- Create and manage an expense reportLearn how to create an expense report, edit a report, and check your report status
- Turn on reimbursementsTurn on reimbursements for your organization using the web app
- Learn about reimbursements
- Add a bank account for reimbursementsLearn how to add a bank account for reimbursements, and what to do if you encounter a problem
- 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 the 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
- 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 your account, 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 and currencyConvert from over 150 currencies with the platform'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 for your organization
- Generate 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 when reimbursements are approved and processed
- Use split summary view of expense reportsLearn how to use a split summary view of expense reports
- Generate 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?