TravelBank

Integrations: Setting up Okta for SSO

Streamline user sign in with Single Sign-On (SSO), and control access.

Integrations: Setting Up Single Sign-On

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

QuickBooks Online Integration

Andrew Banta

Adam Hong

Reid Williams

Advanced admin functions including integrations and complex banking requirements

Advanced Configurations

Save time by importing delegate assignments in bulk

Importing Delegates Using a CSV

Learn about the different user roles in the Employee Directory, and how they affect travel and expense policies.

Employee Directory: Users

Create Departments to organize your company, and map them to your general ledger.

Company Settings: Departments

Learn how to grant account access to other users.

Delegate User: Assigning Delegates to Hosts

Setup an automated Expense Export, choose between Email or SFTP delivery

Integrations: Scheduled Expense Export

What are my options for keeping my employee directory up to date? (HRIS Sync)

Use the Employee Directory to add and edit employees in TravelBank

Company Settings: Employee Directory

Take advantage of this new approval flow, use Approval Rules to give special routing to spend, category or both.

Expense Policy: Approval Rules

Learn about TravelBank's default Expense Policy, you can also create custom Expense Policies as well

Company Settings: Expense Policy

Follow this guide to setup Okta with TravelBank

Integrations: Setting up Okta for SCIM Directory Sync

Learn about TravelBank's default Travel Policy, create your own, activate and adjust rewards as well as Custom Fields

Company Settings: Travel Policy

Allow flexibility and accuracy within Expenses

Expense Policy: Itemized Expenses

Learn about Human Resource Information System (HRIS)

Integrations: Workday & UltiPro TravelBank Integrations

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

How to Customize Expense Categories

Edit user permissions based on their role within the organization

How to Change User Roles

The fastest way to add or modify your users in bulk

Importing users through CSV

Configuration for Company Administrators

Learn how to configure SAML SSO with JumpCloud, and grant access to User Groups

Integrations: Setting Up JumpCloud SSO

Get a bird's-eye view of Corporate Card Sync

Corporate Card Sync

Integrate Xero General Ledger with TravelBank

Integrations: Xero

Connor Lawrence

Account Integrations

Adding Silicon Valley Bank (SVB) for Reimbursements

Issues with adding Bank of America Credit Card

Troubleshooting

Use the instructions below to generate authentication tokens and configure settings