TravelBank

Get started with the Commercial Rewards Card free plan

Commercial Rewards Card free plan guide

Learn how to set up your account with everything you need before you get started

Commercial card user guide

Take control of your commercial card and learn how to use administrative tools

Commercial card program administrator guide

Link your Commercial Card account with your bank

Connect your bank account to pay your Commercial card

Learn how to make a payment on your commercial card

Make a commercial card payment

Send these emails to your employees to announce your partnership with TravelBank/NextView

Emails for onboarding, Commercial Card

Set up your expense and travel management account

Create your account

Learn how to get started with corporate travel using TravelBank

Corporate travel user guide

Use the Employee Directory to add and edit employees

Add and edit employees

Learn about the different roles that commercial card users can have on the on the platform

Learn about Commercial Card user roles and permissions

Learn how to activate your commercial card

Activate my commercial card

Learn how to create, reissue, modify, or close a CRC card

Manage your organization’s Commercial  Cards

Learn how to take action on your Commercial Rewards Card transactions

Learn about card transactions

Get started with managing expenses using TravelBank

Managing expenses user guide

Review the platform's default expense policy

Review your organization’s expense policy

Review the platform's default travel policy

Review your organization’s travel policy

Adjust rewards rates, or turn rewards off

Turn rewards on or off and adjust reward rates

Earn company rewards points with the platform

Earn and redeem company rewards

Learn how to use the points you’ve earned with TravelBank

Redeem rewards

Learn about ERP integrations that may be possible for your organization

Enterprise resource planning (ERP) integrations

Redeem your Commercial Cards company rewards points for travel

Redeem Commercial Card rewards for travel

Anna Allen

Andrew Banta

Free plan articles apply to users on the free plan and users on the paid plan

Free plan

Do managers have access to Company Settings?

What's the difference between "Admin" and "Finance" permissions?

How do I assign manager permissions?

Frequently asked questions about the CRC free plan

Frequently asked questions

<b><span style="color: #ffffff">Contact us</span></b>

<a href="mailto:support@travelbank.com" target="_blank" rel="nofollow noopener noreferrer">support@travelbank.com</a> 

1100 Sullivan Ave, Daly City, California, United States, 94015 

Log in to TravelBank

Log in to NextView

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.