Office Hours Series

CSM Office Hours

Join our Customer Success Managers for 60-minute live sessions designed to help you get the most out of TravelBank. Centered around a theme, each session will share best practices, a 20-30 minute demo, and answer questions live.

Register today to refresh your knowledge, encourage new employees to attend, and bring your questions.

45 minutes

3 Common Pain Points with T&E Management

This year, we commissioned Forrester Consulting to study the ROI our customers achieve using TravelBank.In this deep dive, Duke, Connor, and Dan discuss the problems that plague T&E management and how TravelBank helped relieve them to unlock greater efficiency, a better user experience, and major cost savings to the tune of $482k.

WATCH NOW

Duke Chung

Dan Skaggs

Connor Lawrence

Register for an Upcoming Session

Managing & Using Splits for Expense

Best for: Expense Users and Admins

Date: Postponed due to inclement weather for our CSM. An on-demand recording will be published soon.

Time: TBD

Splits allows users to split expenses by departments, categories, and/or custom fields so their expenses can be more accurately routed for accounting purposes. This session will review setting up splits, submissions, approval reviews, and reporting.

Recording Coming Soon

Roles and Permissions

Best for: Admins and Finance

Date: April 17, 2024

Time: 11am PST/2pm EST

Join our insightful Office Hours to master setting roles and permissions in TravelBank. Learn about the permissions associated with each role and their benefits to optimize your team's efficiency and reduce risk.

Credit Card Management, Part 1

Best for: Admins and Finance

Date: May 1, 2024

Time: 11am PST/2pm EST

Credit card management is immensely important when it comes to your expense program. Join us for this two part series on credit card management. In Part 1, we will discuss how to get started with getting your credit card data into TravelBank and best practices.

Credit Card Management, Part 2

Best for: Admins and Finance

Date: May 15, 2024

Time: 11am PST/2pm EST

Credit card management is immensely important when it comes to your expense program. Join us for this two part series on credit card management. In Part 2 of credit card management, we will cover how to use reporting and dashboards directly in TravelBank for faster reconciliation and insights.

Check back soon for more sessions! View previous sessions in our Office Hours Recording Library >>

Browse our library of past recordings from our Office Hours series, hosted by our Customer Success Managers.

See Past Sessions

Have a question? Get advice and answers from the TravelBank Team in our support library.

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