Advanced Configurations

Advanced admin functions including integrations and complex banking requirements

+1

12 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

Integrations: Workday & UltiPro TravelBank Integrations

Learn about Human Resource Information System (HRIS)

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

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

Corporate Card Sync

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

Written by Andrew Banta
Updated this week

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