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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
17 articles in this collection
Written by
Reid Williams,
Connor Lawrence,
and
Cameron Ross
Sign up for TravelBank
How to download and sign up for TravelBank
Written by
Connor Lawrence
Updated over a week ago
For Employees
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 unlimited custom-named expense reports.
Written by
Connor Lawrence
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
Cameron Ross
Updated over a week ago
What are Budgets?
Increase visibility into your company expenses by using predictive or fixed budgets on projects and trips
Written by
Reid Williams
Updated over a week ago
For Admins
How to Set Up Your Company
Getting started with TravelBank is free and easy, just add your company info and start inviting colleagues!
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