Getting Started with Expenses

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

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27 articles in this collection
Written by Reid Williams, Connor Lawrence, Meliza Flores and 1 other

Transaction Sync Timeframes

Learn about timeframes and frequencies of transaction syncs

Written by Andrew Banta
Updated yesterday

Sign up for TravelBank

How to download and sign up for TravelBank

Written by Connor Lawrence
Updated over a week ago

For Employees

Getting Help with Reimbursements

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

Written by Andrew Banta
Updated over a week ago

FAQ: Cards

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

Written by Andrew Banta
Updated over a week ago

Profile Settings

Access your Profile to update profile information, add a reimbursement account, and change your settings

Written by Reid Williams
Updated over a week ago

Simple Expense Reports

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

Written by Andrew Banta
Updated over a week ago

Creating, Editing & Submitting Expenses

What are expenses and how do you capture them with TravelBank?

Written by Connor Lawrence
Updated over a week ago

Forwarding Email Receipts

Written by Reid Williams
Updated over a week ago

Mileage Calculation

Create a mileage expense to get reimbursed for travel

Written by Connor Lawrence
Updated over a week ago

Getting Reimbursed

Adding your bank account to receive reimbursements

Written by Connor Lawrence
Updated over a week ago

Credit Card Sync

How to assign credit card expenses to your report

Written by Meliza Flores
Updated over a week ago

For Admins

Silicon Valley Bank | Corporate Card Sync

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

Written by Andrew Banta
Updated this week

Brex Transaction Sync

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

Written by Andrew Banta
Updated this week

Milage Reimbursement Rate

Set a custom milage reimbursement rate.

Written by Andrew Banta
Updated over a week ago

Setting up Spend Alerts

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

Written by Andrew Banta
Updated over a week ago

Expense Categories

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

Written by Andrew Banta
Updated over a week ago

Expenses: Custom Fields

Add up to 5 Custom Fields, and learn how to manage them.

Written by Andrew Banta
Updated over a week ago

Expense Export

Learn how to Export Expenses to a CSV file

Written by Andrew Banta
Updated over a week ago

Expense Export FAQ

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

Written by Andrew Banta
Updated over a week ago

How to Set Up Your Company

Getting started with TravelBank is easy, just add your company info and start inviting your employees.

Written by Connor Lawrence
Updated over a week ago

Creating Departments

Organize your company by department for easy expense approval workflows

Written by Reid Williams
Updated over a week ago

User Roles

Ensure expense reports go to the right people by assigning user roles

Written by Reid Williams
Updated over a week ago

Adding/Removing Users

How to add new employees or remove old ones from your account

Written by Reid Williams
Updated over a week ago

Reimbursing your Employees

Add a reimbursement account for your company to enable 24 hour reimbursements

Written by Connor Lawrence
Updated over a week ago

Approving Expense Reports

Managers and Finance Managers can approve expense reports with TravelBank

Written by Reid Williams
Updated over a week ago

Approving, Editing and Tracking Trip Budgets

As a manager you can approve and edit Trip Budgets submitted to you by your employees

Written by Reid Williams
Updated over a week ago

Export Expense Reports to Excel

Export your expense report data into a .csv file from TravelBank

Written by Reid Williams
Updated over a week ago