Getting Started with Expenses

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

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

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