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Advanced Configurations
Advanced Configurations
Advanced admin functions including integrations and complex banking requirements
+2
23 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?
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
Configuration for Company Administrators
Importing Delegates Using a CSV
Save time by importing delegate assignments in bulk
Written by
Andrew Banta
Updated over a week ago
Delegate User: Assigning Delegates to Hosts
Learn how to grant account access to other users.
Written by
Andrew Banta
Updated over a week ago
Integrations: Scheduled Expense Export
Setup an automated Expense Export, choose between Email or SFTP delivery
Written by
Andrew Banta
Updated over a week ago
What are my options for keeping my employee directory up to date? (HRIS Sync)
Written by
Adam Hong
Updated over a week ago
Company Settings: Employee Directory
Use the Employee Directory to add and edit employees in TravelBank
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.
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
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
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
Written by
Andrew Banta
Updated over a week ago
Expense Policy: Itemized Expenses
Allow flexibility and accuracy within Expenses
Written by
Andrew Banta
Updated over a week ago
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
Integrations: Setting Up JumpCloud SSO
Learn how to configure SAML SSO with JumpCloud, and grant access to User Groups
Written by
Reid Williams
Updated over a week ago
Corporate Card Sync
Get a bird's-eye view of Corporate Card Sync
Written by
Andrew Banta
Updated over a week ago
Integrations: Xero
Integrate Xero General Ledger with TravelBank
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
Netsuite Integration
Netsuite: Configuring Access Tokens
Use the instructions below to generate authentication tokens and configure settings
Written by
Andrew Banta
Updated over a week ago
Netsuite: Overview and Configuration
Written by
Adam Hong
Updated over a week ago