# TravelBank and NextView Support

> How can we help?

## Announcements

- [New on the app.](https://support.travelbank.com/en/articles/14463812-new-on-the-app.md): Learn about our latest releases and improvements to the product
- [Premium Insights reporting consolidation](https://support.travelbank.com/en/articles/10047048-premium-insights-reporting-consolidation.md): Learn about the changes to Premium Insights collections
- [Important information regarding company IDs for reimbursements and reimbursement time frames](https://support.travelbank.com/en/articles/11534856-important-information-regarding-company-ids-for-reimbursements-and-reimbursement-time-frames.md): Learn about the request to update TravelBank’s banking company ID
- [IRS midyear mileage rate change announcement](https://support.travelbank.com/en/articles/15938071-irs-midyear-mileage-rate-change-announcement.md)

## Attend a webinar

- [NextView Program Administrator Overview  ](https://support.travelbank.com/en/articles/15073228-nextview-program-administrator-overview.md): Learn basic functionalities of NextView, including employee and corporate card setup and maintenance​ and more
- [NextView Onboarding: Expense Product](https://support.travelbank.com/en/articles/15073262-nextview-onboarding-expense-product.md): Learn how to configure and navigate your company's expense policies
- [NextView Onboarding: Travel Product](https://support.travelbank.com/en/articles/15073250-nextview-onboarding-travel-product.md): Learn how to set up your company's travel policies and book travel within NextView
- [NextView Data and Reporting](https://support.travelbank.com/en/articles/15073235-nextview-data-and-reporting.md): Learn about various spend management and travel related reports and data exports
- [Training on-demand video recordings](https://support.travelbank.com/en/articles/15073552-training-on-demand-video-recordings.md): Need to learn how to do a specific task? Check out our training on-demand video recordings

## Get started

- [Learn about multifactor authentication](https://support.travelbank.com/en/articles/7216482-learn-about-multifactor-authentication.md): Learn about secure sign-on with multifactor authentication
- [Reset my password](https://support.travelbank.com/en/articles/3980735-reset-my-password.md): Learn how to reset your password if you've forgotten it
- [Edit my account/profile](https://support.travelbank.com/en/articles/3975634-edit-my-account-profile.md): Keep your profile up to date
- [Emails for onboarding, TravelBank](https://support.travelbank.com/en/articles/11554168-emails-for-onboarding-travelbank.md): Get email templates that you can send to your employees to announce your partnership with TravelBank
- [Emails for onboarding, NextView](https://support.travelbank.com/en/articles/16056401-emails-for-onboarding-nextview.md): Get email templates that you can send to your employees to announce your partnership with NextView
- [Download the mobile app](https://support.travelbank.com/en/articles/14290979-download-the-mobile-app.md): Learn how to download the TravelBank and NextView mobile apps
- [NextView program administrator introduction video](https://support.travelbank.com/en/articles/15350638-nextview-program-administrator-introduction-video.md): Watch our NextView program administrator introduction video
- [How to use the TravelBank app](https://support.travelbank.com/en/articles/15485402-how-to-use-the-travelbank-app.md): Watch our TravelBank app video
- [Receive TravelBank and NextView emails](https://support.travelbank.com/en/articles/16192934-receive-travelbank-and-nextview-emails.md): Learn how to add TravelBank and NextView to your "Safe senders" list or "Whitelist"
- [What is a "Whitelist" or "Safe senders list" for email?](https://support.travelbank.com/en/articles/9397404-what-is-a-whitelist-or-safe-senders-list-for-email.md)
- [Why am I having trouble receiving emails from TravelBank/NextView?](https://support.travelbank.com/en/articles/9397398-why-am-i-having-trouble-receiving-emails-from-travelbank-nextview.md)
- [Why doesn't my multifactor authentication \(MFA\) verification code work?](https://support.travelbank.com/en/articles/9397268-why-doesn-t-my-multifactor-authentication-mfa-verification-code-work.md)
- [If I'm traveling and do not have access to my work email, can I sign back in?](https://support.travelbank.com/en/articles/9397207-if-i-m-traveling-and-do-not-have-access-to-my-work-email-can-i-sign-back-in.md)
- [My company uses single sign-on \(SSO\); will I be required to sign in using a verification code?](https://support.travelbank.com/en/articles/9397188-my-company-uses-single-sign-on-sso-will-i-be-required-to-sign-in-using-a-verification-code.md)
- [Can a multifactor authentication code be sent to my phone number \(that is, by SMS\)?](https://support.travelbank.com/en/articles/9397194-can-a-multifactor-authentication-code-be-sent-to-my-phone-number-that-is-by-sms.md)
- [NextView program administrator training frequently asked questions](https://support.travelbank.com/en/articles/15484677-nextview-program-administrator-training-frequently-asked-questions.md)

## Travel and rewards

- [Book a flight, hotel, or car](https://support.travelbank.com/en/articles/5082105-book-a-flight-hotel-or-car.md): Get moving, book travel and lodging accommodations
- [View and use my flight credits](https://support.travelbank.com/en/articles/6811987-view-and-use-my-flight-credits.md): Check to see whether you have any unused travel credits before you book your next trip
- [Cancel or modify my flight](https://support.travelbank.com/en/articles/6798293-cancel-or-modify-my-flight.md): Cancel or modify your flight using the web or mobile app
- [Book a hotel and manage my stay](https://support.travelbank.com/en/articles/8687026-book-a-hotel-and-manage-my-stay.md): Book a hotel using the web or mobile app
- [Request travel approval](https://support.travelbank.com/en/articles/9028696-request-travel-approval.md): Learn how to request approval for travel plans in the platform
- [Manage my traveler information](https://support.travelbank.com/en/articles/4486684-manage-my-traveler-information.md): Before you take your next trip, take some time to update your Traveler Profile
- [Corporate travel user guide](https://support.travelbank.com/en/articles/7944167-corporate-travel-user-guide.md): Learn how to get started with corporate travel
- [Add a payment method](https://support.travelbank.com/en/articles/5082137-add-a-payment-method.md): Save time by adding a payment method before you book travel or lodging
- [Book a flight](https://support.travelbank.com/en/articles/11323185-book-a-flight.md): Learn how to book a flight through the platform
- [Select the right hotel option](https://support.travelbank.com/en/articles/11062220-select-the-right-hotel-option.md): Learn about the types of rates for hotels
- [Accept an invitation to a group event](https://support.travelbank.com/en/articles/12603134-accept-an-invitation-to-a-group-event.md)
- [Book a flight for a group event](https://support.travelbank.com/en/articles/12603137-book-a-flight-for-a-group-event.md): Learn how to book a flight specifically for a group event
- [When will I receive my refund for a refundable hotel reservation?](https://support.travelbank.com/en/articles/9407291-when-will-i-receive-my-refund-for-a-refundable-hotel-reservation.md)
- [What is the ratio of points to dollars for TravelBank/NextView rewards?](https://support.travelbank.com/en/articles/9407081-what-is-the-ratio-of-points-to-dollars-for-travelbank-nextview-rewards.md)
- [How long does it take to cancel a refundable hotel reservation?](https://support.travelbank.com/en/articles/9407285-how-long-does-it-take-to-cancel-a-refundable-hotel-reservation.md)
- [Why can't I redeem my TravelBank/NextView reward points for the reward I want?](https://support.travelbank.com/en/articles/9407076-why-can-t-i-redeem-my-travelbank-nextview-reward-points-for-the-reward-i-want.md)
- [How do TravelBank/NextView rewards work?](https://support.travelbank.com/en/articles/9407072-how-do-travelbank-nextview-rewards-work.md)
- [Do my reward points expire?](https://support.travelbank.com/en/articles/9407110-do-my-reward-points-expire.md)
- [When will I receive the refund for my canceled flight?](https://support.travelbank.com/en/articles/9407028-when-will-i-receive-the-refund-for-my-canceled-flight.md)
- [Can I give my platform rewards as a gift?](https://support.travelbank.com/en/articles/9407066-can-i-give-my-platform-rewards-as-a-gift.md)
- [How long does it take to cancel a flight reservation?](https://support.travelbank.com/en/articles/9407019-how-long-does-it-take-to-cancel-a-flight-reservation.md)
- [If my flight credits have a greater value than a flight I book with my credits, will I receive a refund?](https://support.travelbank.com/en/articles/9406842-if-my-flight-credits-have-a-greater-value-than-a-flight-i-book-with-my-credits-will-i-receive-a-refund.md)
- [If I don't like the flight options available to me with my flight credits, can I use my credits on another airline?](https://support.travelbank.com/en/articles/9406838-if-i-don-t-like-the-flight-options-available-to-me-with-my-flight-credits-can-i-use-my-credits-on-another-airline.md)
- [Why does a "Missing Traveler Information" pop-up window appear when I am booking travel?](https://support.travelbank.com/en/articles/9397568-why-does-a-missing-traveler-information-pop-up-window-appear-when-i-am-booking-travel.md)
- [Why is the card I added to my account not available for booking travel?](https://support.travelbank.com/en/articles/9401921-why-is-the-card-i-added-to-my-account-not-available-for-booking-travel.md)
- [What is the difference between Global Entry and TSA PreCheck?](https://support.travelbank.com/en/articles/9401805-what-is-the-difference-between-global-entry-and-tsa-precheck.md)
- [The rental car payment is set up as a direct bill to my company; why is the rental car vendor still asking for my credit card?](https://support.travelbank.com/en/articles/9397593-the-rental-car-payment-is-set-up-as-a-direct-bill-to-my-company-why-is-the-rental-car-vendor-still-asking-for-my-credit-card.md)
- [Do I have to re-add my card information every time I want to book travel?](https://support.travelbank.com/en/articles/9402009-do-i-have-to-re-add-my-card-information-every-time-i-want-to-book-travel.md)
- [If an employee is out of office or has left the company, can I give their flight credits to another traveler?](https://support.travelbank.com/en/articles/9406783-if-an-employee-is-out-of-office-or-has-left-the-company-can-i-give-their-flight-credits-to-another-traveler.md)
- [Why can't I apply a promo code to my hotel stay?](https://support.travelbank.com/en/articles/9397592-why-can-t-i-apply-a-promo-code-to-my-hotel-stay.md)
- [Why can't I use my loyalty number for car rentals?](https://support.travelbank.com/en/articles/9397603-why-can-t-i-use-my-loyalty-number-for-car-rentals.md)
- [Why is seat selection unavailable to me when I am booking my flight?](https://support.travelbank.com/en/articles/9397588-why-is-seat-selection-unavailable-to-me-when-i-am-booking-my-flight.md)
- [Flight modifications frequently asked questions](https://support.travelbank.com/en/articles/8678084-flight-modifications-frequently-asked-questions.md): Find answers for the questions you may have about your options and limitations when changing flights
- [Why am I receiving a "Missing Traveler Information" pop-up window?](https://support.travelbank.com/en/articles/11323211-why-am-i-receiving-a-missing-traveler-information-pop-up-window.md)
- [Why is seat selection unavailable to me?](https://support.travelbank.com/en/articles/11323215-why-is-seat-selection-unavailable-to-me.md)
- [Managing travel admin guide](https://support.travelbank.com/en/articles/7944185-managing-travel-admin-guide.md): Learn how to manage your employees and travel policies.
- [Travel deployment best practices](https://support.travelbank.com/en/articles/9186909-travel-deployment-best-practices.md): Learn how to facilitate a smooth deployment of your new travel booking platform
- [Approve travel requests](https://support.travelbank.com/en/articles/9020957-approve-travel-requests.md): Learn how to approve travel requests in the platform
- [Book on behalf of another](https://support.travelbank.com/en/articles/2165877-book-on-behalf-of-another.md): Book travel for anyone on your team
- [Turn rewards on or off and adjust reward rates](https://support.travelbank.com/en/articles/2721269-turn-rewards-on-or-off-and-adjust-reward-rates.md): Adjust rewards rates, or turn rewards off
- [Create and manage travel custom fields](https://support.travelbank.com/en/articles/8558435-create-and-manage-travel-custom-fields.md): Set up custom travel fields
- [Set the default card for travel](https://support.travelbank.com/en/articles/10778262-set-the-default-card-for-travel.md): Set a corporate card as the default card for travel for your organization
- [Add a car rental code](https://support.travelbank.com/en/articles/12092611-add-a-car-rental-code.md): Add a car rental code to your account
- [Learn about group travel](https://support.travelbank.com/en/articles/12603051-learn-about-group-travel.md): Learn about the benefits of group travel and who can use this feature
- [Edit a group event](https://support.travelbank.com/en/articles/12603133-edit-a-group-event.md)
- [Create a group event](https://support.travelbank.com/en/articles/12603130-create-a-group-event.md): Learn how to create a new group event
- [Can I set up a separate travel custom field for flights, hotels, and cars?](https://support.travelbank.com/en/articles/9407376-can-i-set-up-a-separate-travel-custom-field-for-flights-hotels-and-cars.md)
- [Can travel custom fields be set as required or optional?](https://support.travelbank.com/en/articles/9407379-can-travel-custom-fields-be-set-as-required-or-optional.md)
- [How many travel custom fields can I add as an administrator?](https://support.travelbank.com/en/articles/9407372-how-many-travel-custom-fields-can-i-add-as-an-administrator.md)
- [How do I change the field type of a travel custom field?](https://support.travelbank.com/en/articles/9407368-how-do-i-change-the-field-type-of-a-travel-custom-field.md)
- [How do I change the name of a travel custom field?](https://support.travelbank.com/en/articles/9407360-how-do-i-change-the-name-of-a-travel-custom-field.md)

## Expense management

- [Managing expenses user guide, overview](https://support.travelbank.com/en/articles/7944197-managing-expenses-user-guide-overview.md): Get started with managing expenses using TravelBank/NextView
- [Add a card](https://support.travelbank.com/en/articles/8542781-add-a-card.md): Add a card in the My Cards section of the mobile app
- [Manage pending transactions](https://support.travelbank.com/en/articles/8639202-manage-pending-transactions.md): Learn about real-time authorization \(RTA\) pending transactions
- [View declined transactions](https://support.travelbank.com/en/articles/8639146-view-declined-transactions.md): Learn how to view declined transactions
- [Learn about the Android My Cards page](https://support.travelbank.com/en/articles/8546710-learn-about-the-android-my-cards-page.md): Learn about the features of the My Cards page in the Android version of the mobile app
- [Attach multiple receipts to an expense](https://support.travelbank.com/en/articles/8558784-attach-multiple-receipts-to-an-expense.md): Learn how to attach multiple receipts to one expense
- [Create and split expenses](https://support.travelbank.com/en/articles/8854131-create-and-split-expenses.md): Video: Learn how to create an expense with splits
- [Why is my card declined?](https://support.travelbank.com/en/articles/8639223-why-is-my-card-declined.md): Learn why you may get a “card declined” message when using your US Bank card
- [Create \(add\) an expense](https://support.travelbank.com/en/articles/11906726-create-add-an-expense.md): Learn how to create, or add, an expense using the platform
- [Manage your expenses](https://support.travelbank.com/en/articles/11906742-manage-your-expenses.md)
- [Track your mileage](https://support.travelbank.com/en/articles/11906761-track-your-mileage.md)
- [Create and manage an expense report](https://support.travelbank.com/en/articles/11906766-create-and-manage-an-expense-report.md): Learn how to create an expense report, edit a report, and check your report status
- [Turn on reimbursements](https://support.travelbank.com/en/articles/11889207-turn-on-reimbursements.md): Turn on reimbursements for your organization using the web app
- [Learn about reimbursements](https://support.travelbank.com/en/articles/15437727-learn-about-reimbursements.md)
- [Add a bank account for reimbursements](https://support.travelbank.com/en/articles/16190081-add-a-bank-account-for-reimbursements.md): Learn how to add a bank account for reimbursements, and what to do if you encounter a problem
- [Expense & Transaction Quick Overview](https://support.travelbank.com/en/articles/8038296-expense-transaction-quick-overview.md): Watch our brief video to acquaint yourself with Expenses & Transactions
- [Expenses & Transactions: Add, merge, and submit](https://support.travelbank.com/en/articles/6989646-expenses-transactions-add-merge-and-submit.md): Manage your expenses and corporate card transactions, assign them to an expense report and submit them for approval.
- [My Cards](https://support.travelbank.com/en/articles/5502161-my-cards.md): Add credit cards and view synced transactions
- [Expenses: Refund to Company](https://support.travelbank.com/en/articles/6082996-expenses-refund-to-company.md): If you need to input a refund, or credit, learn how to do so here.
- [Expenses: Repeat Expense](https://support.travelbank.com/en/articles/5455987-expenses-repeat-expense.md): Learn how to create and edit Repeat Expenses
- [Expenses: Mobile App](https://support.travelbank.com/en/articles/5433495-expenses-mobile-app.md): Work on your expenses while on the go with the mobile app for iOS and Android
- [Expenses: About Line Items](https://support.travelbank.com/en/articles/5053735-expenses-about-line-items.md): Add and remove line-items from your Expenses
- [Expenses: Mileage](https://support.travelbank.com/en/articles/5014399-expenses-mileage.md): Track mileage with Expenses
- [Expense report: Exporting as a PDF](https://support.travelbank.com/en/articles/5127905-expense-report-exporting-as-a-pdf.md): Stay organized: keep a copy of your expense report saved as a PDF for your records
- [Expenses: Creating and submitting expense reports](https://support.travelbank.com/en/articles/5071801-expenses-creating-and-submitting-expense-reports.md): Get started creating, organizing, and submitting expense reports
- [Add comments to expense reports](https://support.travelbank.com/en/articles/6399630-add-comments-to-expense-reports.md): Learn how to add comments to expense reports.
- [Quick guide: Managing and merging your corporate card transactions](https://support.travelbank.com/en/articles/6705946-quick-guide-managing-and-merging-your-corporate-card-transactions.md): A quick guide on how to manage your synced card transactions
- [Switch to and from an account you are a delegate for](https://support.travelbank.com/en/articles/6153825-switch-to-and-from-an-account-you-are-a-delegate-for.md): Learn how to switch to accounts to which you have delegate access
- [Submit an Expense Report Walkthrough](https://support.travelbank.com/en/articles/8038321-submit-an-expense-report-walkthrough.md): Watch our brief video to acquaint yourself with submitting your expense report.
- [Expenses and transactions: Forwarding email receipts](https://support.travelbank.com/en/articles/412424-expenses-and-transactions-forwarding-email-receipts.md): Forward email receipts from your work or personal email address to your account, and we'll convert them into expenses for you
- [Credit Card Sync](https://support.travelbank.com/en/articles/986587-credit-card-sync.md): How to assign credit card expenses to your report
- [Transaction sync timeframes](https://support.travelbank.com/en/articles/4831769-transaction-sync-timeframes.md): Learn about timeframes and frequencies of transaction syncs
- [Synced Transactions: Complete, Merge and Submit](https://support.travelbank.com/en/articles/6688115-synced-transactions-complete-merge-and-submit.md): Get your synced card transactions ready for submitting by completing them with a receipt, or by merging them with an expense.
- [Synced Transactions: Complete, Merge and Submit \(video\)](https://support.travelbank.com/en/articles/8038313-synced-transactions-complete-merge-and-submit-video.md): Watch our brief video to acquaint yourself with completing, merging and submitting corporate card synced transactions.
- [When I sign in to the website, why can't I see an expense I added using my phone?](https://support.travelbank.com/en/articles/9472697-when-i-sign-in-to-the-website-why-can-t-i-see-an-expense-i-added-using-my-phone.md)
- [Why can't I itemize my expense?](https://support.travelbank.com/en/articles/9472704-why-can-t-i-itemize-my-expense.md)
- [Why can't I delete an expense?](https://support.travelbank.com/en/articles/9472710-why-can-t-i-delete-an-expense.md)
- [Will my corporate card transaction automatically appear on the Expenses & Transactions page?](https://support.travelbank.com/en/articles/9472809-will-my-corporate-card-transaction-automatically-appear-on-the-expenses-transactions-page.md)
- [If I add my personal card to my TravelBank/NextView account, will transactions I charge for business automatically pair?](https://support.travelbank.com/en/articles/9442125-if-i-add-my-personal-card-to-my-travelbank-nextview-account-will-transactions-i-charge-for-business-automatically-pair.md)
- [Why didn't my expense pair with my synced transaction?](https://support.travelbank.com/en/articles/9442130-why-didn-t-my-expense-pair-with-my-synced-transaction.md)
- [Can I email more than one receipt at a time to the platform?](https://support.travelbank.com/en/articles/9493876-can-i-email-more-than-one-receipt-at-a-time-to-the-platform.md)
- [Can I email PDF receipts to the platform?](https://support.travelbank.com/en/articles/9493881-can-i-email-pdf-receipts-to-the-platform.md)
- [How many images can I forward to TravelBank/NextView, and will they be converted into individual expenses?](https://support.travelbank.com/en/articles/9493888-how-many-images-can-i-forward-to-travelbank-nextview-and-will-they-be-converted-into-individual-expenses.md)
- [Why don't I see an option to itemize expense when I'm creating a new expense?](https://support.travelbank.com/en/articles/9472997-why-don-t-i-see-an-option-to-itemize-expense-when-i-m-creating-a-new-expense.md)
- [Why do some categories allow me to itemize expenses and others do not?](https://support.travelbank.com/en/articles/9473004-why-do-some-categories-allow-me-to-itemize-expenses-and-others-do-not.md)
- [If I accidentally merge the wrong expense to a transaction, can I unmerge the expense and transaction?](https://support.travelbank.com/en/articles/9472653-if-i-accidentally-merge-the-wrong-expense-to-a-transaction-can-i-unmerge-the-expense-and-transaction.md)
- [I've synced my personal card with TravelBank/NextView; where are my transactions?](https://support.travelbank.com/en/articles/9472654-i-ve-synced-my-personal-card-with-travelbank-nextview-where-are-my-transactions.md)
- [Do only expenses created by forwarded receipts automatically pair with transactions?](https://support.travelbank.com/en/articles/9441729-do-only-expenses-created-by-forwarded-receipts-automatically-pair-with-transactions.md)
- [Why didn't my expense automatically merge with my synced transaction?](https://support.travelbank.com/en/articles/9441879-why-didn-t-my-expense-automatically-merge-with-my-synced-transaction.md)
- [Do the dates of my transactions and expenses need to match exactly?](https://support.travelbank.com/en/articles/9441912-do-the-dates-of-my-transactions-and-expenses-need-to-match-exactly.md)
- [I have two expenses of the same dollar amount; will they automatically pair?](https://support.travelbank.com/en/articles/9441920-i-have-two-expenses-of-the-same-dollar-amount-will-they-automatically-pair.md)
- [I have administrator privileges in my company settings. Why can’t any of my delegate users see Company Settings when they log in to my account?](https://support.travelbank.com/en/articles/9438100-i-have-administrator-privileges-in-my-company-settings-why-can-t-any-of-my-delegate-users-see-company-settings-when-they-log-in-to-my-account.md)
- [Can I assign an employee to be a delegate of more than one host?](https://support.travelbank.com/en/articles/9438115-can-i-assign-an-employee-to-be-a-delegate-of-more-than-one-host.md)
- [Can a host employee who has delegates be a delegate for another host employee?](https://support.travelbank.com/en/articles/9438120-can-a-host-employee-who-has-delegates-be-a-delegate-for-another-host-employee.md)
- [Do I have to sign out and back in to return to my TravelBank account?](https://support.travelbank.com/en/articles/9438122-do-i-have-to-sign-out-and-back-in-to-return-to-my-travelbank-account.md)
- [If I have delegate access can I add a reimbursement bank account for another user?](https://support.travelbank.com/en/articles/9438125-if-i-have-delegate-access-can-i-add-a-reimbursement-bank-account-for-another-user.md)
- [How will I know whether my manager has left a comment on my expense report?](https://support.travelbank.com/en/articles/9437777-how-will-i-know-whether-my-manager-has-left-a-comment-on-my-expense-report.md)
- [Can I add a comment to an expense report if I've already returned it?](https://support.travelbank.com/en/articles/9437801-can-i-add-a-comment-to-an-expense-report-if-i-ve-already-returned-it.md)
- [Will comments appear in an expense export?](https://support.travelbank.com/en/articles/9437908-will-comments-appear-in-an-expense-export.md)
- [Will my corporate card transaction automatically appear in the Expenses tab?](https://support.travelbank.com/en/articles/9442111-will-my-corporate-card-transaction-automatically-appear-in-the-expenses-tab.md)
- [If I accidentally use my company credit card for a purchase and then have the merchant process a return, can I use Refund to Company to report the return?](https://support.travelbank.com/en/articles/9438025-if-i-accidentally-use-my-company-credit-card-for-a-purchase-and-then-have-the-merchant-process-a-return-can-i-use-refund-to-company-to-report-the-return.md)
- [Do I need to upload a receipt when I create a Refund to Company expense?](https://support.travelbank.com/en/articles/9438027-do-i-need-to-upload-a-receipt-when-i-create-a-refund-to-company-expense.md)
- [If I create a new Personal Card/Reimbursable expense, can I change it to a Refund to Company expense later?](https://support.travelbank.com/en/articles/9438030-if-i-create-a-new-personal-card-reimbursable-expense-can-i-change-it-to-a-refund-to-company-expense-later.md)
- [When I create an expense, why don't I see an option to split my expense?](https://support.travelbank.com/en/articles/9437682-when-i-create-an-expense-why-don-t-i-see-an-option-to-split-my-expense.md)
- [Why can't I see all of my expenses or transactions on the Expenses & Transactions page?](https://support.travelbank.com/en/articles/9436618-why-can-t-i-see-all-of-my-expenses-or-transactions-on-the-expenses-transactions-page.md)
- [I split my expense; why can't I submit my expense?](https://support.travelbank.com/en/articles/9437325-i-split-my-expense-why-can-t-i-submit-my-expense.md)
- [Why do my repeat expenses no longer show allocations?](https://support.travelbank.com/en/articles/9437556-why-do-my-repeat-expenses-no-longer-show-allocations.md)
- [I selected two items; why can't I merge them?](https://support.travelbank.com/en/articles/9437494-i-selected-two-items-why-can-t-i-merge-them.md)
- [Why can't I submit my expenses?](https://support.travelbank.com/en/articles/9426739-why-can-t-i-submit-my-expenses.md)
- [FAQ: Syncing Credit Card Transactions](https://support.travelbank.com/en/articles/4516974-faq-syncing-credit-card-transactions.md): Learn more about Synced Cards and U.S. Bank Instant Cards™ Synced Transactions
- [Can I upload receipts in .jpeg, .png, or other image format types?](https://support.travelbank.com/en/articles/10684415-can-i-upload-receipts-in-jpeg-png-or-other-image-format-types.md)
- [Languages and currency](https://support.travelbank.com/en/articles/729658-languages-and-currency.md): Convert from over 150 currencies with the platform's multi-currency function
- [Managing expenses admin guide](https://support.travelbank.com/en/articles/7944201-managing-expenses-admin-guide.md): Learn how to manage your employees and your expense policies.
- [Expense policy: Mileage reimbursement rate](https://support.travelbank.com/en/articles/4753548-expense-policy-mileage-reimbursement-rate.md): Set a custom mileage reimbursement rate.
- [Create and manage expense custom fields](https://support.travelbank.com/en/articles/4613518-create-and-manage-expense-custom-fields.md): Set up and manage expense custom fields for your organization
- [Generate an expense export](https://support.travelbank.com/en/articles/4424198-generate-an-expense-export.md): Learn how to export expenses to a .csv file
- [Expense reports: Approving, editing and returning](https://support.travelbank.com/en/articles/5146778-expense-reports-approving-editing-and-returning.md): Learn how to make changes or send reports back to the employee who submitted them.
- [Learn about reimbursement time frames](https://support.travelbank.com/en/articles/8429690-learn-about-reimbursement-time-frames.md): Learn about when reimbursements are approved and processed
- [Use split summary view of expense reports](https://support.travelbank.com/en/articles/8568876-use-split-summary-view-of-expense-reports.md): Learn how to use a split summary view of expense reports
- [Generate a transaction export](https://support.travelbank.com/en/articles/8993304-generate-a-transaction-export.md): Learn how to export transactions to a .csv file
- [Why are the custom fields I created not showing up on my transaction export?](https://support.travelbank.com/en/articles/9742162-why-are-the-custom-fields-i-created-not-showing-up-on-my-transaction-export.md)
- [In what format will my transaction export be?](https://support.travelbank.com/en/articles/9742156-in-what-format-will-my-transaction-export-be.md)
- [Why didn't I receive my transaction export?](https://support.travelbank.com/en/articles/9742154-why-didn-t-i-receive-my-transaction-export.md)
- [If I make modifications to the column configurations during a transaction export, will I have to reorder them every time I export transactions?](https://support.travelbank.com/en/articles/9741917-if-i-make-modifications-to-the-column-configurations-during-a-transaction-export-will-i-have-to-reorder-them-every-time-i-export-transactions.md)
- [Why am I receiving an “Export failed unexpectedly” error message when I complete a transaction export?](https://support.travelbank.com/en/articles/9741911-why-am-i-receiving-an-export-failed-unexpectedly-error-message-when-i-complete-a-transaction-export.md)
- [Why doesn't the expense export show the custom fields I created?](https://support.travelbank.com/en/articles/9541010-why-doesn-t-the-expense-export-show-the-custom-fields-i-created.md)
- [In what format will my expense export be?](https://support.travelbank.com/en/articles/9541009-in-what-format-will-my-expense-export-be.md)
- [If I make modifications to the column configurations for an expense export, will I have to reorder the columns every time I export expenses?](https://support.travelbank.com/en/articles/9541000-if-i-make-modifications-to-the-column-configurations-for-an-expense-export-will-i-have-to-reorder-the-columns-every-time-i-export-expenses.md)
- [Why didn't I receive my expense export?](https://support.travelbank.com/en/articles/9541005-why-didn-t-i-receive-my-expense-export.md)
- [Why does the expense export page hang with a spinning gear?](https://support.travelbank.com/en/articles/9540990-why-does-the-expense-export-page-hang-with-a-spinning-gear.md)
- [How do I change the field type of my expense custom field?](https://support.travelbank.com/en/articles/9529960-how-do-i-change-the-field-type-of-my-expense-custom-field.md)
- [Why am I receiving an “Expense export failed” error message?](https://support.travelbank.com/en/articles/9540979-why-am-i-receiving-an-expense-export-failed-error-message.md)
- [How do I change the name of an expense custom field?](https://support.travelbank.com/en/articles/9505249-how-do-i-change-the-name-of-an-expense-custom-field.md)
- [Expense Export FAQ](https://support.travelbank.com/en/articles/4038220-expense-export-faq.md): Learn about expense exports
- [How are Refund to Company expenses synced over to the General Ledger?](https://support.travelbank.com/en/articles/9438035-how-are-refund-to-company-expenses-synced-over-to-the-general-ledger.md)
- [When an employee owes money, how does TravelBank/NextView process the refund?](https://support.travelbank.com/en/articles/9438033-when-an-employee-owes-money-how-does-travelbank-nextview-process-the-refund.md)
- [I received an automated email that my bank account information was missing. I added it; why haven't I been reimbursed yet?](https://support.travelbank.com/en/articles/9426381-i-received-an-automated-email-that-my-bank-account-information-was-missing-i-added-it-why-haven-t-i-been-reimbursed-yet.md)
- [I submitted my report; why haven't I been reimbursed yet?](https://support.travelbank.com/en/articles/9426370-i-submitted-my-report-why-haven-t-i-been-reimbursed-yet.md)
- [Why was my deposit returned?](https://support.travelbank.com/en/articles/9426208-why-was-my-deposit-returned.md)
- [If I submit an expense report but want to have the money deposited into a different account, can I choose where the reimbursement will go?](https://support.travelbank.com/en/articles/9426229-if-i-submit-an-expense-report-but-want-to-have-the-money-deposited-into-a-different-account-can-i-choose-where-the-reimbursement-will-go.md)
- [What do I do if I didn't add my bank account for reimbursement before my expense report was approved?](https://support.travelbank.com/en/articles/9426178-what-do-i-do-if-i-didn-t-add-my-bank-account-for-reimbursement-before-my-expense-report-was-approved.md)
- [Can I use my debit card as my bank account number for reimbursements?](https://support.travelbank.com/en/articles/9426169-can-i-use-my-debit-card-as-my-bank-account-number-for-reimbursements.md)
- [I received an email stating that I was reimbursed; why can't I find my deposit in my bank account?](https://support.travelbank.com/en/articles/9426151-i-received-an-email-stating-that-i-was-reimbursed-why-can-t-i-find-my-deposit-in-my-bank-account.md)
- [What if I never received the $0.01 verification deposit when adding a bank account for reimbursements?](https://support.travelbank.com/en/articles/9421915-what-if-i-never-received-the-0-01-verification-deposit-when-adding-a-bank-account-for-reimbursements.md)

## Advanced configurations

- [Add and edit employees](https://support.travelbank.com/en/articles/5269798-add-and-edit-employees.md): Use the Employee Directory to add and edit employees in TravelBank
- [Importing users through .csv](https://support.travelbank.com/en/articles/2319795-importing-users-through-csv.md): The fastest way to add or modify your users in bulk
- [Learn about TravelBank/NextView user roles and permissions](https://support.travelbank.com/en/articles/7020115-learn-about-travelbank-nextview-user-roles-and-permissions.md): Learn about the different user roles in the Employee Directory, and how they affect travel and expense policies
- [Learn about delegates](https://support.travelbank.com/en/articles/9151150-learn-about-delegates.md): Learn about the delegate role
- [Assign \(add\) delegate to host manually](https://support.travelbank.com/en/articles/6153830-assign-add-delegate-to-host-manually.md): Learn how to manually assign delegates to take action on others’ behalf
- [Import delegates using a .csv](https://support.travelbank.com/en/articles/6026264-import-delegates-using-a-csv.md): Save time by importing delegate assignments in bulk
- [Create and manage departments](https://support.travelbank.com/en/articles/7061350-create-and-manage-departments.md): Organize your company by creating and managing departments
- [Review and manage your organization's travel policies](https://support.travelbank.com/en/articles/5270161-review-and-manage-your-organization-s-travel-policies.md): Learn about your default travel policy and how to create and manage your own policies
- [Manage your organization's expense policies](https://support.travelbank.com/en/articles/5270252-manage-your-organization-s-expense-policies.md): Learn about your organization's default expense policy and how to create custom expense policies
- [Expense policy: Approval rules](https://support.travelbank.com/en/articles/5351534-expense-policy-approval-rules.md): Use approval rules to give special routing to spend, category, or both
- [When I deleted a delegate and host pair and uploaded the .csv, why wasn’t the delegate user deleted?](https://support.travelbank.com/en/articles/9664397-when-i-deleted-a-delegate-and-host-pair-and-uploaded-the-csv-why-wasn-t-the-delegate-user-deleted.md)
- [My delegate import confirmation email indicated there were errors with my .csv file upload. What do I do now?](https://support.travelbank.com/en/articles/9664381-my-delegate-import-confirmation-email-indicated-there-were-errors-with-my-csv-file-upload-what-do-i-do-now.md)
- [How long does it take to import a .csv file of delegates?](https://support.travelbank.com/en/articles/9664387-how-long-does-it-take-to-import-a-csv-file-of-delegates.md)
- [How will I know when the upload is complete for the delegate bulk import .csv file?](https://support.travelbank.com/en/articles/9664376-how-will-i-know-when-the-upload-is-complete-for-the-delegate-bulk-import-csv-file.md)
- [Can I delete my .csv once I'm done?](https://support.travelbank.com/en/articles/9664395-can-i-delete-my-csv-once-i-m-done.md)
- [What are my options for keeping my employee directory up to date? \(HRIS Sync\)](https://support.travelbank.com/en/articles/6831094-what-are-my-options-for-keeping-my-employee-directory-up-to-date-hris-sync.md)
- [Integrations: Setting up single sign-on](https://support.travelbank.com/en/articles/6980891-integrations-setting-up-single-sign-on.md): Streamline user sign in with Single Sign-On \(SSO\), and control access.
- [Integrations: Setting up Okta for SSO](https://support.travelbank.com/en/articles/3031365-integrations-setting-up-okta-for-sso.md): What is Okta and how do I get started?
- [Integrations: Setting up Okta for SCIM Directory Sync](https://support.travelbank.com/en/articles/5232438-integrations-setting-up-okta-for-scim-directory-sync.md): Follow this guide to setup Okta with the platform
- [Integrations: Scheduled Expense Export](https://support.travelbank.com/en/articles/5654215-integrations-scheduled-expense-export.md): Set up an automated Expense Export, choose between Email or SFTP delivery
- [Integrations: Setting Up JumpCloud SSO](https://support.travelbank.com/en/articles/5464282-integrations-setting-up-jumpcloud-sso.md): Learn how to configure SAML SSO with JumpCloud, and grant access to User Groups
- [Integrations: Workday & UltiPro TravelBank Integrations](https://support.travelbank.com/en/articles/4731577-integrations-workday-ultipro-travelbank-integrations.md): Learn about Human Resource Information System \(HRIS\)
- [Corporate card sync](https://support.travelbank.com/en/articles/4340250-corporate-card-sync.md): Learn how to set up a business credit card sync or request a corporate credit card sync
- [Netsuite: Configuring access tokens](https://support.travelbank.com/en/articles/4486935-netsuite-configuring-access-tokens.md): Use the instructions below to generate authentication tokens and configure settings
- [Netsuite: Overview and Configuration](https://support.travelbank.com/en/articles/6742671-netsuite-overview-and-configuration.md)
- [Complete and manage your QuickBooks Online integration, overview](https://support.travelbank.com/en/articles/3031338-complete-and-manage-your-quickbooks-online-integration-overview.md): Integrate your QuickBooks Online General Ledger with the platform to enable autosync
- [Link your QuickBooks Online account to TravelBank](https://support.travelbank.com/en/articles/13337399-link-your-quickbooks-online-account-to-travelbank.md)
- [Configure and review your QuickBooks Online integration settings](https://support.travelbank.com/en/articles/13337403-configure-and-review-your-quickbooks-online-integration-settings.md)
- [Assign a department class to each employee](https://support.travelbank.com/en/articles/13337406-assign-a-department-class-to-each-employee.md): Assign a department class to an employee for your QuickBooks Online integration
- [Issues with adding Bank of America Credit Card](https://support.travelbank.com/en/articles/412398-issues-with-adding-bank-of-america-credit-card.md)

## Commercial Rewards

- [Commercial card contacts and resource guide](https://support.travelbank.com/en/articles/9566810-commercial-card-contacts-and-resource-guide.md): Learn who to contact for different commercial card topics
- [Commercial card user guide](https://support.travelbank.com/en/articles/7117094-commercial-card-user-guide.md): Learn how to set up your account with everything you need before you get started
- [Commercial card program administrator guide](https://support.travelbank.com/en/articles/7198332-commercial-card-program-administrator-guide.md): Take control of your commercial card and learn how to use administrative tools
- [Connect your bank account to pay your Commercial card](https://support.travelbank.com/en/articles/8429666-connect-your-bank-account-to-pay-your-commercial-card.md): Link your Commercial Card account with your bank
- [Make a commercial card payment](https://support.travelbank.com/en/articles/10422083-make-a-commercial-card-payment.md): Learn how to make a payment on your commercial card
- [Emails for onboarding, Commercial card](https://support.travelbank.com/en/articles/8525426-emails-for-onboarding-commercial-card.md): Send these emails to your employees to announce your partnership with TravelBank/NextView
- [Create your account](https://support.travelbank.com/en/articles/8653792-create-your-account.md): Set up your expense and travel management account
- [Corporate travel user guide](https://support.travelbank.com/en/articles/8713130-corporate-travel-user-guide.md): Learn how to get started with corporate travel using TravelBank
- [Add and edit employees](https://support.travelbank.com/en/articles/8729561-add-and-edit-employees.md): Use the Employee Directory to add and edit employees
- [Learn about Commercial Card user roles and permissions](https://support.travelbank.com/en/articles/8868679-learn-about-commercial-card-user-roles-and-permissions.md): Learn about the different roles that commercial card users can have on the on the platform
- [Activate my commercial card](https://support.travelbank.com/en/articles/8987304-activate-my-commercial-card.md): Learn how to activate your commercial card
- [Manage your organization’s Commercial Cards](https://support.travelbank.com/en/articles/10408912-manage-your-organization-s-commercial-cards.md): Learn how to create, reissue, modify, or close a CRC card
- [Learn about card transactions](https://support.travelbank.com/en/articles/10422043-learn-about-card-transactions.md): Learn how to take action on your Commercial Card transactions
- [Review your organization’s expense policy](https://support.travelbank.com/en/articles/8713173-review-your-organization-s-expense-policy.md): Review the platform's default expense policy
- [Review your organization’s travel policy](https://support.travelbank.com/en/articles/8713149-review-your-organization-s-travel-policy.md): Review the platform's default travel policy
- [Earn and redeem company rewards](https://support.travelbank.com/en/articles/9492890-earn-and-redeem-company-rewards.md): Earn company rewards points with the platform
- [Enterprise resource planning \(ERP\) integrations](https://support.travelbank.com/en/articles/8713177-enterprise-resource-planning-erp-integrations.md): Learn about ERP integrations that may be possible for your organization
- [Redeem Commercial Card rewards for travel](https://support.travelbank.com/en/articles/10477547-redeem-commercial-card-rewards-for-travel.md): Redeem your Commercial Cards company rewards points for travel
- [Do managers have access to Company Settings?](https://support.travelbank.com/en/articles/9742275-do-managers-have-access-to-company-settings.md)
- [What's the difference between "Admin" and "Finance" permissions?](https://support.travelbank.com/en/articles/9742240-what-s-the-difference-between-admin-and-finance-permissions.md)
- [How do I assign manager permissions?](https://support.travelbank.com/en/articles/9742271-how-do-i-assign-manager-permissions.md)

## Data and reporting

- [Premium Insights overview](https://support.travelbank.com/en/articles/11061764-premium-insights-overview.md): Learn what you can do with the Premium Insights product
- [Learn about Core and Premium Insights user roles and permissions](https://support.travelbank.com/en/articles/10779388-learn-about-core-and-premium-insights-user-roles-and-permissions.md): Learn about the data access levels that users are provided in Core and Premium Insights based on their roles
- [Premium Insights: How to Navigate](https://support.travelbank.com/en/articles/7984351-premium-insights-how-to-navigate.md): Learn how to view reports in Premium Insights
- [Premium Insights: Create a Custom Report](https://support.travelbank.com/en/articles/7984360-premium-insights-create-a-custom-report.md): Get the most out of Premium Insights with custom reports
- [Learn about the Value Insights Dashboard](https://support.travelbank.com/en/articles/11395428-learn-about-the-value-insights-dashboard.md): Explore the value your organization gains from using the platform
- [Can I drill down deeper into the data in the Value Insights Dashboard?](https://support.travelbank.com/en/articles/11395507-can-i-drill-down-deeper-into-the-data-in-the-value-insights-dashboard.md)
- [Can I export data from the Value Insights Dashboard?](https://support.travelbank.com/en/articles/11395519-can-i-export-data-from-the-value-insights-dashboard.md)