Advanced Configurations

Advanced admin functions including integrations and complex banking requirements

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10 articles in this collection
Written by Reid Williams, Connor Lawrence, Barry Huang and 1 other

Okta Integration

What is Okta and how do I get started?

Written by Andrew Banta
Updated over a week ago

QuickBooks Online Integration

Integrate your QuickBooks Online General Ledger with TravelBank to enable auto-sync

Written by Andrew Banta
Updated over a week ago

NetSuite Integration

NetSuite and TravelBank together to make accounting easy

Written by Andrew Banta
Updated over a week ago

Configuration for Company Administrators

How to Customize Expense Categories

Change your expense categories to reflect your company's General Ledger and accounting guidelines

Written by Reid Williams
Updated over a week ago

How to Change User Roles

Edit user permissions based on their role within the organization

Written by Reid Williams
Updated over a week ago

Importing users through CSV

The fastest way to add or modify your users in bulk

Written by Barry Huang
Updated over a week ago

Account Integrations

Xero Integration

TravelBank integrates with your Xero account to automate your accounting processes

Written by Connor Lawrence
Updated over a week ago

QuickBooks Enterprise

Enable QuickBooks Enterprise or QuickBooks Desktop Integration

Steps to setup QuickBooks Enterprise and QuickBooks Desktop Integration

Written by Connor Lawrence
Updated over a week ago

Troubleshooting

Adding Silicon Valley Bank (SVB) for Reimbursements

Written by Reid Williams
Updated over a week ago

Issues with adding Bank of America Credit Card

Written by Reid Williams
Updated over a week ago