TravelBank

Andrew Banta

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Everything you need to know to get your company started with expense management on TravelBank

Expense Management

Manage your expenses and corporate card transactions, assign them to an expense report and submit them for approval.

Expenses & Transactions: Add, Merge and Submit

Learn how to create Expenses as well as Expenses with Splits.

User Guide: Expenses

You can now accurately track your trips, even when they include multiple destinations.

Expenses: Multi-Stop Mileage

Learn how to add comments to expense reports.

Expense Reports: Comments

If you need to input a refund, or credit, learn how to do so here.

Expenses: Refund to Company

A quick guide on the powerful ways you can manage your synced card transactions.

Managing and Merging Your Corporate Card Transactions - Quick Guide

Learn how to switch to other accounts to which you have delegate access.

Delegate User: Switching Accounts

Add credit cards and view Synced Transactions

My Cards

If you email your receipts to TravelBank, you may wish to pair them to your synced credit card transactions

My Cards: Synced Transactions - Pair, Assign or Delete an Expense on the mobile app

Get 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

Learn how to create and edit Repeat Expenses

Expenses: Repeat Expense

Stay organized: keep a copy of your Expense Report saved as a PDF for your records

Expense Report: Exporting as a PDF

Work on your Expenses while on the go with TravelBank's mobile app for iOS and Android

Expenses: Mobile App

Get started creating, organizing and submitting Expense Reports

Expenses: Creating & Submitting Expense Reports

Add and remove line-items from your Expenses

Expenses: About Line Items

Expenses: Mileage

Learn more about Synced Cards and U.S. Bank Instant Cards™ Synced Transactions

FAQ: Syncing Credit Card Transactions

Learn how to add a bank account for reimbursements, and what to do if you encounter a problem.

Getting Help with Reimbursements

Organize your expenses to fit your needs by creating custom-named expense reports.

Simple Expense Reports

Forward email receipts from your work or personal email address to TravelBank, and we'll convert them into expenses for you.

Expenses & Transactions: Forwarding Email Receipts

Create a mileage expense to get reimbursed for travel

Mileage Calculation

How to assign credit card expenses to your report

Credit Card Sync

Learn about timeframes and frequencies of transaction syncs

Transaction Sync Timeframes

Watch our brief video to acquaint yourself with Expenses & Transactions

Expense & Transaction Quick Overview

Watch our brief video to acquaint yourself with completing, merging and submitting corporate card synced transactions.

Watch our brief video to acquaint yourself with submitting your expense report.

Submit an Expense Report Walkthrough

For Employees

Convert from over 150 currencies with TravelBank's multi-currency function

Languages & Currency

Learn how to manage your employees and your expense policies.

Admin Guide: Expenses

Learn how to connect your company's Brex cards with TravelBank, and assign them to Employees

Brex Transaction Sync

Expense Policy: Mileage Reimbursement Rate

Empower your default expense policy, or create custom expense policies, create category rules and limits.

Setting up Spend Alerts

Manage Expense Categories active within Expense Policy, edit and create your own.

Expense Categories

Create custom fields, up to 5 for all categories, or unlimited category specific

Expenses: Custom Fields

Learn how to Export Expenses to a CSV file

Expense Export

Find out what's new with our latest Expense Export release (Available Late May 2020)

Expense Export FAQ

Follow these steps to get your Silicon Valley Bank Corporate Card Sync setup with TravelBank

Silicon Valley Bank | Corporate Card Sync

Learn how to make changes or send reports back to the employee who submitted them.

For Employees

For Account Admins