TravelBank

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

Company Settings: Departments

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

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

Save time by importing delegate assignments in bulk

Learn how to grant account access to other users.

Use the Employee Directory to add and edit employees in TravelBank

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

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

Follow this guide to setup Okta with TravelBank

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

Learn about Human Resource Information System (HRIS)

The fastest way to add or modify your users in bulk

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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