Getting Started with Expenses

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

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

Expenses: Custom Fields

Add up to 5 Custom Fields, and learn how to manage them.
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Written by Andrew Banta
Updated over a week ago

Expense Export

Learn how to Export Expenses to a CSV file
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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)
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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.
Connor Lawrence avatar
Written by Connor Lawrence
Updated over a week ago

Creating Departments

Organize your company by department for easy expense approval workflows
Reid Williams avatar
Written by Reid Williams
Updated over a week ago

User Roles

Ensure expense reports go to the right people by assigning user roles
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Written by Reid Williams
Updated over a week ago

Adding/Removing Users

How to add new employees or remove old ones from your account
Reid Williams avatar
Written by Reid Williams
Updated over a week ago

Reimbursing your Employees

Add a reimbursement account for your company to enable 24 hour reimbursements
Connor Lawrence avatar
Written by Connor Lawrence
Updated over a week ago

Approving Expense Reports

Managers and Finance Managers can approve expense reports with TravelBank
Reid Williams avatar
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
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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
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Written by Reid Williams
Updated over a week ago