Getting Started with Expenses

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

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

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 this week

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

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