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Advanced Configurations

Advanced Configurations

Advanced admin functions including integrations and complex banking requirements

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15 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?
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Written by Andrew Banta
Updated over a week ago

QuickBooks Online Integration

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

NetSuite Integration

NetSuite and TravelBank together to make accounting easy
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Written by Andrew Banta
Updated over a week ago
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

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

Setting up a Delegate User

Learn how to setup a Delegate User 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
Account Integrations

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
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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