TravelBank

Integrations: Setting up Okta for SSO

Integrate your QuickBooks Online General Ledger with TravelBank to enable auto-sync

QuickBooks Online Integration

Streamline user sign in with Single Sign-On (SSO), and control access.

Integrations: Setting Up Single Sign-On

Andrew Banta

Adam Hong

Barry Huang

Advanced admin functions including integrations and complex banking requirements

Advanced Configurations

Setup an automated Expense Export, choose between Email or SFTP delivery

Integrations: Scheduled Expense Export

Save time by importing delegate assignments in bulk

Importing Delegates Using a CSV

Learn how to grant account access to other users.

Delegate User: Assigning Delegates to Hosts

What are my options for keeping my employee directory up to date? (HRIS Sync)

Learn about the different user roles in the Employee Directory, and how they affect travel and expense policies.

Employee Directory: Users

Create Departments to organize your company, and map them to your general ledger.

Company Settings: Departments

Use the Employee Directory to add and edit employees in TravelBank

Company Settings: Employee Directory

Take advantage of this new approval flow, use Approval Rules to give special routing to spend, category or both.

Expense Policy: Approval Rules

Learn about TravelBank's default Expense Policy, you can also create custom Expense Policies as well

Company Settings: Expense Policy

Follow this guide to setup Okta with TravelBank

Integrations: Setting up Okta for SCIM Directory Sync

Learn about TravelBank's default Travel Policy, create your own, activate and adjust rewards as well as Custom Fields

Company Settings: Travel Policy

Learn about Human Resource Information System (HRIS)

Integrations: Workday & UltiPro TravelBank Integrations

The fastest way to add or modify your users in bulk

Importing users through CSV

Get the most out of Premium Insights with custom reports

Premium Insights: Create a Custom Report

Learn how to view reports in Premium Insights

Premium Insights: How to Navigate

Configuration for Company Administrators

Learn how to configure SAML SSO with JumpCloud, and grant access to User Groups

Integrations: Setting Up JumpCloud SSO

Learn how to setup a Business Credit Card sync, or request a Corporate Credit Card sync.

Corporate Card Sync

Integrate Xero General Ledger with TravelBank

Integrations: Xero

Connor Lawrence

Reid Williams

Account Integrations

Issues with adding Bank of America Credit Card

Troubleshooting

Use the instructions below to generate authentication tokens and configure settings

Configuration for Company Administrators

Account Integrations

Troubleshooting

Netsuite Integration