TravelBank Support
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Advanced Configurations
Advanced Configurations

Advanced admin functions including integrations and complex banking requirements

Andrew Banta avatarAdam Hong avatarBarry Huang avatar
By Andrew and 4 others5 authors22 articles
Integrations: Setting up Okta for SSO
QuickBooks Online Integration
Integrations: Setting Up Single Sign-On

Configuration for Company Administrators


Company Settings: Departments
Employee Directory: Users
Integrations: Scheduled Expense Export
Importing Delegates Using a CSV
Delegate User: Assigning Delegates to Hosts
What are my options for keeping my employee directory up to date? (HRIS Sync)
Company Settings: Employee Directory
Expense Policy: Approval Rules
Company Settings: Expense Policy
Integrations: Setting up Okta for SCIM Directory Sync
Company Settings: Travel Policy
Integrations: Workday & UltiPro TravelBank Integrations
Importing users through CSV

Account Integrations


Integrations: Setting Up JumpCloud SSO
Corporate Card Sync
Integrations: Xero

Troubleshooting


Issues with adding Bank of America Credit Card

Netsuite Integration


Netsuite: Configuring Access Tokens
Netsuite: Overview and Configuration
TravelBank Support
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