Advanced Configurations
Advanced admin functions including integrations and complex banking requirements
+1
13 articles in this collection
Written by Reid Williams, Connor Lawrence, Barry Huang and 1 other
Written by Reid Williams, Connor Lawrence, Barry Huang and 1 other
Okta Integration
What is Okta and how do I get started?
Written by Andrew Banta
Updated over a week ago
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
Updated over a week ago
NetSuite Integration
NetSuite and TravelBank together to make accounting easy
Written by Andrew Banta
Updated over a week ago
Updated over a week ago
Configuration for Company Administrators
Setting up a Delegate User
Learn how to setup a Delegate User and what tasks are available to Delegates.
Written by Andrew Banta
Updated over a week ago
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
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
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
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
Updated over a week ago
Account Integrations
Corporate Card Sync
Get a bird's-eye view of Corporate Card Sync
Written by Andrew Banta
Updated over a week ago
Updated over a week ago
Xero Integration
TravelBank integrates with your Xero account to automate your accounting processes
Written by Connor Lawrence
Updated over a week ago
Updated over a week ago