Advanced Configurations

Advanced admin functions including integrations and complex banking requirements

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20 articles in this collection
Written by Reid Williams, Connor Lawrence, Barry Huang and 1 other

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

NetSuite Integration

NetSuite and TravelBank together to make accounting easy

Written by Andrew Banta
Updated over a week ago

Configuration for Company Administrators

Integrations: Scheduled Expense Export

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

Written by Andrew Banta
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

Delegate User: Setting up and Switching

Learn how to setup a Delegate User, Switch Accounts and what tasks are available to Delegates.

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