Advanced Configurations

Advanced admin functions including integrations and complex banking requirements

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19 articles in this collection
Written by Reid Williams, Connor Lawrence, Barry Huang and 1 other
Configuration for Company Administrators

Company Settings: Employee Directory

Use the Employee Directory to add and edit employees in TravelBank
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Written by Andrew Banta
Updated over a week ago

Expense Policy: Approval Rules

Take advantage of this new approval flow, use Approval Rules to give special routing to spend, category or both.
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Written by Andrew Banta
Updated over a week ago

Company Settings: Expense Policy

Learn about TravelBank's default Expense Policy, you can also create custom Expense Policies as well
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Written by Andrew Banta
Updated over a week ago

Integrations: Setting up Okta for SCIM Directory Sync

Follow this guide to setup Okta with TravelBank
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Written by Andrew Banta
Updated over a week ago

Company Settings: Travel Policy

Learn about TravelBank's default Travel Policy, create your own, activate and adjust rewards as well as Custom Fields
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Written by Andrew Banta
Updated over a week ago

Expense Policy: Itemized Expenses

Allow flexibility and accuracy within Expenses
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Written by Andrew Banta
Updated over a week ago

Delegate User: Setting up and Switching

Learn how to setup a Delegate User, Switch Accounts and what tasks are available to Delegates.
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Written by Andrew Banta
Updated over a week ago

Integrations: Workday & UltiPro TravelBank Integrations

Learn about Human Resource Information System (HRIS)
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Written by Andrew Banta
Updated over a week ago

How to Customize Expense Categories

Change your expense categories to reflect your company's General Ledger and accounting guidelines
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Written by Reid Williams
Updated over a week ago

How to Change User Roles

Edit user permissions based on their role within the organization
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Written by Reid Williams
Updated over a week ago

Importing users through CSV

The fastest way to add or modify your users in bulk
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Written by Barry Huang
Updated over a week ago