For Employees
By Andrew and 2 others3 authors56 articles
- Expense & Transaction Quick OverviewWatch our brief video to acquaint yourself with Expenses & Transactions
- Expenses & Transactions: Add, merge, and submitManage your expenses and corporate card transactions, assign them to an expense report and submit them for approval.
- My CardsAdd credit cards and view synced transactions
- Expenses: Refund to CompanyIf you need to input a refund, or credit, learn how to do so here.
- Expenses: Repeat ExpenseLearn how to create and edit Repeat Expenses
- Expenses: Mobile AppWork on your expenses while on the go with the mobile app for iOS and Android
- Expenses: About Line ItemsAdd and remove line-items from your Expenses
- Expenses: MileageTrack mileage with Expenses
- Expense report: Exporting as a PDFStay organized: keep a copy of your expense report saved as a PDF for your records
- Expenses: Creating and submitting expense reportsGet started creating, organizing, and submitting expense reports
- Add comments to expense reportsLearn how to add comments to expense reports.
- Quick guide: Managing and merging your corporate card transactionsA quick guide on how to manage your synced card transactions
- Switch to and from an account you are a delegate forLearn how to switch to accounts to which you have delegate access
- Submit an Expense Report WalkthroughWatch our brief video to acquaint yourself with submitting your expense report.
- Expenses and transactions: Forwarding email receiptsForward email receipts from your work or personal email address to your account, and we'll convert them into expenses for you
- Credit Card SyncHow to assign credit card expenses to your report
- Transaction sync timeframesLearn about timeframes and frequencies of transaction syncs
- Synced Transactions: Complete, Merge and SubmitGet your synced card transactions ready for submitting by completing them with a receipt, or by merging them with an expense.
- Synced Transactions: Complete, Merge and Submit (video)Watch our brief video to acquaint yourself with completing, merging and submitting corporate card synced transactions.
Frequently asked questions
Frequently asked questions about expense management for employees
- When I sign in to the website, why can't I see an expense I added using my phone?
- Why can't I itemize my expense?
- Why can't I delete an expense?
- Will my corporate card transaction automatically appear on the Expenses & Transactions page?
- If I add my personal card to my TravelBank/NextView account, will transactions I charge for business automatically pair?
- Why didn't my expense pair with my synced transaction?
- Can I email more than one receipt at a time to the platform?
- Can I email PDF receipts to the platform?
- How many images can I forward to TravelBank/NextView, and will they be converted into individual expenses?
- Why don't I see an option to itemize expense when I'm creating a new expense?
- Why do some categories allow me to itemize expenses and others do not?
- If I accidentally merge the wrong expense to a transaction, can I unmerge the expense and transaction?
- I've synced my personal card with TravelBank; where are my transactions?
- Do only expenses created by forwarded receipts automatically pair with transactions?
- Why didn't my expense automatically merge with my synced transaction?
- Do the dates of my transactions and expenses need to match exactly?
- I have two expenses of the same dollar amount; will they automatically pair?
- I have administrator privileges in my company settings. Why can’t any of my delegate users see Company Settings when they log in to my account?
- Can I assign an employee to be a delegate of more than one host?
- Can a host employee who has delegates be a delegate for another host employee?
- Do I have to sign out and back in to return to my TravelBank account?
- If I have delegate access can I add a reimbursement bank account for another user?
- How will I know whether my manager has left a comment on my expense report?
- Can I add a comment to an expense report if I've already returned it?
- Will comments appear in an expense export?
- Will my corporate card transaction automatically appear in the Expenses tab?
- If I accidentally use my company credit card for a purchase and then have the merchant process a return, can I use Refund to Company to report the return?
- Do I need to upload a receipt when I create a Refund to Company expense?
- If I create a new Personal Card/Reimbursable expense, can I change it to a Refund to Company expense later?
- When I create an expense, why don't I see an option to split my expense?
- Why can't I see all of my expenses or transactions on the Expenses & Transactions page?
- I split my expense; why can't I submit my expense?
- Why do my repeat expenses no longer show allocations?
- I selected two items; why can't I merge them?
- Why can't I submit my expenses?
- FAQ: Syncing Credit Card TransactionsLearn more about Synced Cards and U.S. Bank Instant Cards™ Synced Transactions
- Can I upload receipts in .jpeg, .png, or other image format types?