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

Expense Report: Exporting as a PDF

Stay organized: keep a copy of your Expense Report saved as a PDF for your records
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Written by Andrew Banta
Updated over a week ago

Expenses: Expenses & Expense Reports

Get started creating, organizing and submitting Expense Reports
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Written by Andrew Banta
Updated over a week ago

Expenses: About Line Items

Add and remove line-items from your Expenses
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Written by Andrew Banta
Updated over a week ago

Expenses: Milage

Track milage with Expenses
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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.
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Written by Andrew Banta
Updated over a week ago

FAQ: Cards

Learn more about U.S. Bank Instant Cards™ Synced Transactions and Synced Cards
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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
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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.
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Written by Andrew Banta
Updated over a week ago

Creating, Editing & Submitting Expenses

What are expenses and how do you capture them with TravelBank?
Connor Lawrence avatar
Written by Connor Lawrence
Updated over a week ago

Forwarding Email Receipts

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Written by Reid Williams
Updated over a week ago

Mileage Calculation

Create a mileage expense to get reimbursed for travel
Connor Lawrence avatar
Written by Connor Lawrence
Updated over a week ago

Getting Reimbursed

Adding your bank account to receive reimbursements
Connor Lawrence avatar
Written by Connor Lawrence
Updated over a week ago

Credit Card Sync

How to assign credit card expenses to your report
Meliza Flores avatar
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
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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
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Written by Andrew Banta
Updated over a week ago

Milage Reimbursement Rate

Set a custom milage reimbursement rate.
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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.
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Written by Andrew Banta
Updated over a week ago

Expense Categories

Manage Expense Categories active within Expense Policy, edit and create your own.
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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.
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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
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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
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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
Reid Williams avatar
Written by Reid Williams
Updated over a week ago