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Getting Started with Expenses
Getting Started with Expenses
Everything you need to know to get your company started with expense management on TravelBank
+2
40 articles in this collection
Written by
Reid Williams,
Connor Lawrence,
Mel
and 2 others
Transaction Sync Timeframes
Learn about timeframes and frequencies of transaction syncs
Written by
Andrew Banta
Updated over a week ago
Sign up for TravelBank
How to download and sign up for TravelBank
Written by
Connor Lawrence
Updated over a week ago
For Employees
Expenses: Multi-Stop Mileage
You can now accurately track your trips, even when they include multiple destinations.
Written by
Andrew Banta
Updated over a week ago
Expense Reports: Comments
Learn how to add comments to expense reports.
Written by
Andrew Banta
Updated over a week ago
Expenses: Refund to Company
If you need to input a refund, or credit, learn how to do so here.
Written by
Andrew Banta
Updated over a week ago
Managing and Merging Your Corporate Card Transactions - Quick Guide
A quick guide on the powerful ways you can manage your synced card transactions.
Written by
Jacob
Updated over a week ago
Delegate User: Switching Accounts
Learn how to switch to other accounts to which you have delegate access.
Written by
Andrew Banta
Updated over a week ago
My Cards
Add credit cards and view Synced Transactions
Written by
Andrew Banta
Updated over a week ago
My Cards: Synced Transactions - Pair, Assign or Delete an Expense on the mobile app
If you email your receipts to TravelBank, you may wish to pair them to your synced credit card transactions
Written by
Andrew Banta
Updated over a week ago
Synced Transactions: Complete, Merge and Submit
Get your synced card transactions ready for submitting by completing them with a receipt, or by merging them with an expense.
Written by
Andrew Banta
Updated over a week ago
Expenses: Repeat Expense
Learn how to create and edit Repeat Expenses
Written by
Andrew Banta
Updated over a week ago
Expense Report: Exporting as a PDF
Stay organized: keep a copy of your Expense Report saved as a PDF for your records
Written by
Andrew Banta
Updated over a week ago
Expenses: Mobile App
Work on your Expenses while on the go with TravelBank's mobile app for iOS and Android
Written by
Andrew Banta
Updated over a week ago
Expenses: Creating & Submitting Expense Reports
Get started creating, organizing and submitting Expense Reports
Written by
Andrew Banta
Updated over a week ago
Expense Reports: approving, editing and returning
Learn how to make changes or send reports back to the employee who submitted them.
Written by
Andrew Banta
Updated over a week ago
Expenses: About Line Items
Add and remove line-items from your Expenses
Written by
Andrew Banta
Updated over a week ago
Expenses: Mileage
Track mileage with Expenses
Written by
Andrew Banta
Updated over a week ago
FAQ: Syncing Credit Card Transactions
Learn more about Synced Cards and U.S. Bank Instant Cards™ Synced Transactions
Written by
Andrew Banta
Updated over a week ago
Getting Help with Reimbursements
Learn how to add a bank account for reimbursements, and what to do if you encounter a problem.
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
Mel
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 over a week ago
Brex Transaction Sync
Learn how to connect your company's Brex cards with TravelBank, and assign them to Employees
Written by
Andrew Banta
Updated over a week ago
Expense Policy: Mileage Reimbursement Rate
Set a custom mileage 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
Learn how to create unlimited category-specific Custom Fields, or up to 5 Custom Fields applied to all categories.
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
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, 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