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Advanced Configurations

Advanced Configurations

Advanced admin functions including integrations and complex banking requirements

Reid Williams avatar Connor Lawrence avatar Adam Hong avatar +2
22 articles in this collection
Written by Reid Williams, Connor Lawrence, Adam Hong and 2 others

Integrations: Setting up Okta for SSO

What is Okta and how do I get started?
Andrew Banta avatar
Written by Andrew Banta
Updated over a week ago

QuickBooks Online Integration

Integrate your QuickBooks Online General Ledger with TravelBank to enable auto-sync
Andrew Banta avatar
Written by Andrew Banta
Updated over a week ago
Configuration for Company Administrators

Importing Delegates Using a CSV

Save time by importing delegate assignments in bulk
Andrew Banta avatar
Written by Andrew Banta
Updated over a week ago

Delegate User: Assigning Delegates to Hosts

Learn how to grant account access to other users.
Andrew Banta avatar
Written by Andrew Banta
Updated over a week ago

Integrations: Scheduled Expense Export

Setup an automated Expense Export, choose between Email or SFTP delivery
Andrew Banta avatar
Written by Andrew Banta
Updated over a week ago

Company Settings: Employee Directory

Use the Employee Directory to add and edit employees in TravelBank
Andrew Banta avatar
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.
Andrew Banta avatar
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
Andrew Banta avatar
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
Andrew Banta avatar
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

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
Reid Williams avatar
Written by Reid Williams
Updated over a week ago

How to Change User Roles

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

Importing users through CSV

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

Integrations: Setting Up JumpCloud SSO

Learn how to configure SAML SSO with JumpCloud, and grant access to User Groups
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Written by Reid Williams
Updated over a week ago

Corporate Card Sync

Get a bird's-eye view of Corporate Card Sync
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Written by Andrew Banta
Updated over a week ago

Integrations: Xero

Integrate Xero General Ledger with TravelBank
Connor Lawrence avatar
Written by Connor Lawrence
Updated over a week ago
Troubleshooting

Adding Silicon Valley Bank (SVB) for Reimbursements

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Written by Reid Williams
Updated over a week ago

Issues with adding Bank of America Credit Card

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Written by Reid Williams
Updated over a week ago
Netsuite Integration

Netsuite: Configuring Access Tokens

Use the instructions below to generate authentication tokens and configure settings
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Written by Andrew Banta
Updated over a week ago

Netsuite: Overview and Configuration

Adam Hong avatar
Written by Adam Hong
Updated over a week ago