New on the app.

Users are now able to cancel booking requests made with flight credits directly within TravelBank, enhancing efficiency and minimizing the need for back-and-forth agent intervention. Upon submission of a cancellation, agents are automatically notified, and the associated flight credit is promptly reinstated to the user’s account for future use. This enhancement reduces unnecessary bookings and streamlines the management of flight credit reservations.

TravelBank now sends automatic email notifications to Admin and Finance teams whenever a user’s reimbursement is paused due to funding issues. This update provides proactive visibility into reimbursement delays, enabling Admin and Finance teams to resolve funding concerns more quickly.

Admins can now edit the name and external ID of the default “General” department, making it easier to align department naming with your organization’s standards. This update helps reduce confusion by allowing you to customize department terminology to match your company’s structure. 

Admins can now mark specific employees to bypass CSV import updates, ensuring their accounts remain active even if absent from the import file. This new setting helps prevent accidental deactivation of contractors, special accounts, or guest users, reducing manual work and minimizing the risk of data loss during CSV synchronizations.

New functionality has been added to the platform, enabling admins to designate a primary contact for any program-level changes or questions within their organization. This update helps direct requests—such as overall program modifications, travel package updates, or card limit changes—to the correct person, improving communication and reducing delays. 

Admins can now create car travel policies to enforce company guidelines as employees book car rentals in TravelBank. This update ensures a consistent experience for your travelers and keeps them within budget with your preferred vendors. Once the policy is set, admins can view approval requests within the Manage module. Learn more in the support article.

Admins can now download large batches of receipts at once, eliminating the previous need to download receipts individually. This enhancement streamlines archival and audit processes and makes it easier to retrieve historical data when needed. The export includes a folder with all receipt images, and an index file with details about each expense, including the employee associated with the expense along with the dates of expense submission and approval.

We’ve added a clear red banner to expense reports when reimbursements are paused due to ACH debit failures. This makes the status immediately visible and reduces confusion for Employees, Approvers, Managers and Admins. The update enhances transparency and helps resolve issues more quickly by prompting timely action from Admin or Support teams.

Users can access their travel policy details across flights, hotels, and car in Premium Insights. This provides a quick way to review policy assignment across employees and export information for monitoring purposes.

TravelBank now offers AI-powered expense categorization, which suggests the top five expense categories for each transaction, based on company expense history like merchant names, amounts, and past approvals. This capability speeds up accurate report submission, reduces errors, and lightens administrative tasks. The feature is available for select accounts that can provide sufficient expense history.

TravelBank now enables Administrators to download the entire employee directory in bulk. This capability supplements the existing bulk upload feature, streamlining data management processes and enhancing operational efficiency.

TravelBank’s integration with QuickBooks Online (QBO) now offers import of Class data. When this feature is activated by administrators, Classes from QBO are imported into TravelBank as Custom Fields, enabling employees to select the appropriate Class when creating expenses. This enhancement streamlines expense categorization and supports more accurate financial coding throughout your workflows. 

Creating a car policy enforces company guidelines as employees book cars in TravelBank. This ensures a consistent experience for your travelers and keeps them within budget with your preferred vendors. Once the policy is set, admins can view approval requests within the Manage module. Learn more in the support article.

Admins can create booking rules, including advanced booking requirements, set a hard cap for the rental
price, and approval notifications.

If employees book out of policy, the rules and violations are summarized, providing them with the
opportunity to adjust the booking or request approval as is.

Expenses for travel bookings made with an assigned corporate card are marked in red as missing transactions. Employees can then quickly identify them, so they can be merged with the synced card transaction.

Organizations who would like to activate Reimbursements must have an Admin verify company details through a program called Know Your Customer. In Expense Policy Settings, Admins will see a notification banner that allows them to begin this process via a pre-populated email, which allows them to provide initial company details. Once Know Your Customer is completed, the admin can enable reimbursements using the toggle.

The Notification Center helps users stay informed with real-time notifications for their account. As a central place for them to receive alerts, they can easily take swift action when needed. Notifications include those for new cards, card modifications, and statements. On the expense side, notifications include those for expense approvals and expense status.

Android and iOS users can easily view the finer details of their receipt scans with the ability to pinch to zoom and pan the image. Users can simply tap the receipt image to perform these actions. 

In Premium Insights, admins gain a more complete, bulk view of their company policies in the Expense Policy Export. New columns appear for General Rules and Reimbursements, which include essential details such as policy description, default payment method, mileage reimbursement rates, and reimbursement schedules, among many others. 

Admins can now re-sync expense reports at the expense or line item level in QuickBooks Online. If an error occurs in the initial sync, this update allows the impacted items to be targeted, preventing duplicate records and shortening the time to re-sync.

When making a payment for their Commercial Rewards Card, if an admin attempts to use an unverified payment account during the card payment process, the payment is automatically blocked and a pop up requesting the verification is presented.

When making a payment for their Commercial Rewards Card, admins can easily identify which payment accounts still require verification. Additionally, if a payment account which needs to be verified is selected, the verification page will be displayed so the admin can quickly complete this step.

Premium Insights reports are now organized into seven distinct collections, making it easier for admins to locate reports and browse more intuitively. Additionally, 20 reports that are either duplicates or infrequently used have been archived. Learn more in our support article.

A unique transaction ID, labeled “Unique Tx Id”,  is available as a filter on the Expense export and Transactions export, allowing U.S. Bank corporate card admins to easily export this data point and match it to the card statements within their Access Online data.

Admins have additional flexibility in tracking category spending limits with a new month selector, which allows for the creation of a custom fiscal year period. This enhancement complements their existing frequency options, which include daily, weekly, monthly, and yearly tracking over a calendar year.

Several new fields have been added to the User Delegate Report in Premium Insights, giving Admins instant visibility into delegates, the status of their employee assignments, and permissions, ensuring they can swiftly reach out to with the proper delegate for pending expenses, transactions, and bookings.

Employees who set filters to optimize their view of the Expense and Transactions page will now retain these choices when they navigate to an expense detail and return to the page, allowing them to work through their expenses faster.

The carbon offsets feature has been enhanced, allowing travelers to additionally view data for connecting flight segments during their search. This provides them a comprehensive understanding of their travel impact and empowers them to make more-informed, sustainable booking decisions. Available on web and iOS.

Admins can independently set their corporate travel card as a default payment method for bookings, eliminating the need to coordinate with their CSM.

Admins can schedule weekly reimbursements on their preferred day, offering greater flexibility in managing their reimbursement schedules.

When users scan their receipt with QuickScan, the merchant logo appears, making it a breeze to locate the exact expense they are searching for.

Admins can now independently set up their corporate travel card as a payment method for bookings, eliminating the need to coordinate with their CSM. This new feature also allows them to either make the card accessible to all employees or restrict its use to specific departments, providing greater flexibility in managing their travel program.

Two additional columns, Current Approver Name and Current Approver Email, have been added to the expense and transaction exports. This enhancement provides admins with better visibility, allowing them to quickly identify approvers and expedite follow-ups for reports pending approval.

Travelers using iOS and flying United, American Airlines, and Lufthansa Group, are able to hold flight bookings while awaiting approval from their managers. Managers have clear visibility into when the hold expires so they can approve the request in a timely manner, while travelers benefit from guaranteed seats and prices. (Previously released on web and Android.)

Travelers booking flights using the iOS app can see carbon emissions data displayed during their search, empowering individuals to make better-informed decisions regarding their carbon footprint. Travelers are able to easily compare flights using advanced CO2 performance metrics, such as aircraft type, routing and more. Admins can track carbon data in Premium Insights and have the option to allow employees to purchase carbon offsets during the flight checkout process. Contact support@travelbank.com to activate the ability to purchase carbon offsets. (Previously released on web and Android.)

Admins can see flight credits issued to employees by airlines and their balance, providing visibility into the amount of credits available for the employee to use for future bookings. This data is accessible from the Travel section of Core Insights.

Admins can view negative reimbursement balances, which may occur when employees log a negative expense to help account for personal expenses placed on their corporate card. This data is accessible from the Expense section of Core Insights.

To increase the security of your account, new or updated passwords for the TravelBank app must meet the requirements for a complex password. Passwords must include, at minimum, 12 characters, one number, one uppercase letter, one lowercase letter, and one special character.

The latest version of our app is now available for download which includes the latest security measures. Update it now for iOS and Android. Users will need to update their mobile app to the latest version by 6/18/2024 to ensure there are no interruptions to their workflows. After this date, the older versions of the app will no longer function.

Travelers flying United, American Airlines, and Lufthansa Group, are able to hold flight bookings while awaiting approval from their managers. Managers have clear visibility into when the hold expires so they can approve the request in a timely manner, while travelers benefit from guaranteed seats and prices.

In the approvals dashboard, managers will see an expiration date associated with the employee’s flight request.

Travelers will be notified via email that the flight request is pending manager approval.

Within their Pending Trips list, travelers will see a detail showing the booking request is pending manager approval and its expiration date.

Additional metrics have been added to the Premium Insights Expense Report, which gives Admins easy visibility into the time it takes for managers to approve expense reports. Admins are able to view both the time taken from submission to approval and for each stage of approval.

Travelers using the iOS app see an improved filter display along with the ability to refine their hotel search results by applying filters for chain, brand level, and individual hotels as well as amenities available, making it easier to isolate their ideal preferences. (This feature is already available in our desktop and Android applications.)

Travelers using the iOS app can book preferred and premium paid seats for United, American Airlines, and Lufthansa Group, eliminating the extra step required to contact an agent. (This feature is already available in our desktop and Android applications.)

Organizations that require frequent updates or a large quantity of travel custom fields will be able to make changes en masse using a CSV file upload via SFTP, improving operational efficiency.

Travelers booking flights using the Android app can see carbon emissions data displayed during their search, empowering individuals to make better-informed decisions regarding their carbon footprint. Travelers are able to easily compare flights using advanced CO2 performance metrics, such as aircraft type, routing and more. Admins can track carbon data in Premium Insights and have the option to allow employees to purchase carbon offsets during the flight checkout process. Contact support@travelbank.com to activate the ability to purchase carbon offsets. (Previously released on web.)

Left: Carbon emission data displays during the flight search.
Right: Travelers can purchase carbon offsets as they book flights on Android.

Travelers booking flights in the web app can see carbon emissions data displayed during their search, empowering individuals to make better-informed decisions regarding their carbon footprint. Travelers are able to easily compare flights using advanced CO2 performance metrics, such as aircraft type, routing and more. Learn more.
Contact support@travelbank.com to activate this feature.

Carbon emission data displays during the flight search.

Travelers can purchase carbon offsets as they book flights.

A green leaf icon notes which flights have carbon offsets purchased.

Receipts uploaded into TravelBank via the iOS app automatically generate a new expense, which populates with data read from the receipt, making it easier than ever to complete your expenses while reducing errors from manual entry. With these enhancements, you are able to:

• •Capture up to 10 receipts with a single snap on iOS
• •Extract critical data automatically, including date, merchant name, transaction amount, invoice number, and tip amount.
• •Scan a variety of document types in different languages and currencies

Previously released on web and Android. 

Once a receipt has been successfully scanned, users will be delighted to see an animation on that expense row, drawing attention to the new receipt.

Admins can set specific permissions for delegates, reducing the audit and compliance challenges previously encountered with unrestricted access. This update allows admins to specify delegate permissions for expense and travel approvals.

Admins can refine their Expense export settings by choosing to export solely reimbursable expenses, giving them greater control over their workflow.

Organizations which require frequent updates or a large quantity of expense custom fields are able to make changes en masse using a CSV file upload via SFTP, improving operational efficiency.

Organizations which require frequent updates or a large quantity of expense categories are able to make changes en masse using a CSV file upload via SFTP, improving operational efficiency.

Reporting admins can find data faster with new filters for select reports in Core Insights. For Reports Created but Not Submitted, users can apply filters for the date an expense report was created, report status, and user name. For the Travel Transactions report, new filters include credit card, booking type, booking status, and user name.

With the Approvals Pending report, Premium Insights admins can view all submitted expense reports which are pending approval and who the approver is, giving them the visibility they need to make the follow up and submission process faster.

Enhancements to the Expense Accrual report in Premium Insights captures the stages of outstanding expenses and their related data, giving admins a centralized source for information needed for accrual accounting. The stages include expenses created but not added to a report, expenses added but not submitted for approval, and expenses submitted but pending approval.

For greater flexibility, Premium Insights admins can schedule their reports directly in the Travel Tracker, as well as modify their existing schedule.

Travelers using the Android app see an improved filter display along with the ability to refine their hotel search results by applying filters for chain, brand level, and individual hotels as well as amenities available, making it easier to isolate their ideal preferences.

Travelers using the Android app see an improved filter display along with the ability to refine their hotel search results by applying filters for chain, brand level, and individual hotels as well as amenities available, making it easier to isolate their ideal preferences.

Admins and Finance users can add the “Account G/L” column to the Transactions Export report, removing the need to reference the expense report for this data and allowing them to reconcile their corporate card faster.

Receipt Scanning Enhancements: Receipts that are uploaded into TravelBank via the web or Android app automatically generate a new expense, which populates with data read from the receipt, making it easier than ever to complete your expenses while reducing errors from manual entry. With these enhancements, you can now:

• •Quickly drag and drop up to 10 receipts at a time on the web app.
• •Capture 3 receipts with a single snap on Android.
• •Conveniently forward receipts via email to receipts@travelbank.com.
• •Extract critical data automatically, including date, merchant name, transaction amount, invoice number, and tip amount.
• •Scan a variety of document types in different languages and currencies, making our new technology a great fit for today’s global business needs.

Available for Paid Expense users only. iOS will be a fast follow.

Users can drag and drop up to 10 receipts at a time. Critical data will be automatically extracted, including date, merchant name, transaction amount (in any currency), invoice number, and tips.

Hotel Map View Enhancements: Travelers gain a more comprehensive and visually intuitive way to explore hotel options with the flexibility to choose their view as a list or combined map and list. Additionally, they can view rooms within the map view.

Cardholder Demographic Updates: Commercial Rewards Card admin users can add additional fields to the employee’s profile, which include their phone number, organization name, activation code, and card nickname, enhancing the card creation and management experience. The relevant details also populate to the card preview image.

Available for Commercial Rewards Card users only.

Flight Modifications Expanded to All Airlines: Previously released for United, Lufthansa, and American Airlines, travelers booking all other airlines save time with the ability to self-modify flight reservations. (Available on Android and web, with our iOS coming soon.)

Preferred and Premium Seats for Select Airlines on Android: Travelers using the Android app can book preferred and premium paid seats for United, American Airlines, and Lufthansa Group, eliminating the extra step required to contact an agent. (This feature is already available in our desktop application, with iOS coming soon.)

Book Hotel Special Rates: Specialty rates, such as AAA, AARP, Senior, and Government, are displayed under the hotel room, trip card, and email details, providing travelers more options to optimize their travel preferences. Available on the desktop and Android applications. (Email support@travelbank.com or contact your Customer Success Manager to activate this feature.)

Enhanced Hotel Filters at the Room Level: Travelers are able to refine their hotel search results at the room level using filters based on loyalty status, rewards program, cancellation policy, and rate types, making it easier for them to isolate their ideal preferences.

New Hotel Card Design: Travelers can see the hotel card redesigned within their search results.

Multiple Receipts to One Expense Enhancement: iOS app users are able to bulk delete attachments found within a single expense, making it easier to edit and manage expenses. (This feature is already available on Android.)

20 Department Limit: To improve the user experience, employees can only be assigned to a maximum of 20 departments by admins.

Block or Unblock Employees from Auto-Joining: Admins can block or unblock auto-joining of users to their organization, giving them more flexibility on how they manage their organization. When enabled, users with a organization’s email domain are unable to automatically join the account when they sign up for TravelBank.

Attach Multiple Receipts to One Expense: Users can manage receipts more efficiently with the ability to upload up to 10 receipts at a time to a single expense, including PDF files which contain multiple images. Once uploaded, they can easily click through each receipt to view details or delete as needed. Available on web, Android, and iOS.

My Cards & Card Details Redesign on Android: The My Cards page in our Android mobile app has been redesigned to be more user-friendly. Employees are able to visually distinguish between corporate and personal cards and gain easy access to their corporate card details. With a simple tap of each card displayed, employees can view and filter their transaction history. Everyday actions including merging expenses, assigning transactions to an existing report, creating a new report, and restoring deleted transactions can be performed from the new card details page. (iOS will be released early next year.) Learn how to use the My Cards features on Android.

View Split Summary: Employees and users who are assigned as an approver gain an improved view of each expense split without the extra clicks in our web app. Split summary details are immediately viewable including Amount, Category, Department, and two Custom Fields. The ability to expand or collapse each expense helps with overall readability. This feature requires Splits to be activated on your account. (Contact your CSM or email success@travelbank.com to activate this feature.) Learn how to use the split summary view.

Hotel Filters: Travelers are able to refine their hotel search results by applying filters for hotel chain, brand level and individual hotels, and amenities, making it easier for them to isolate their ideal preferences.

Travel Custom Text Fields: Gather more granular details to optimize reporting, such as creating tags for cost centers or an out of policy reason code with custom travel fields. Admins have the flexibility to create custom fields either as a dropdown or an open text field, which can then be marked as optional or required. Learn how to set up a travel custom field.

Expanded Volume Capacity for Custom Fields: Organizations that have a large quantity of Custom Field options can view up to 15 options on a list and have the ability to search for fields that surpass that quantity in our web app. On mobile, users can view up to 10 options, while those with more fields are presented with the five most recent options selected and the ability to search. On desktop, admins can also easily search or scroll the fields as they add or edit options.

Activity Log Section in Expense Report PDF: Previously displayed as Comments in the expense report PDF, the new Activity Log area provides more details on activities related to the report–including comments and approvals–improving overall visibility of actions taken.

Expense Policy on Expense & Transaction Report: An employee’s assigned expense policy can be included as a new data column when exporting expenses from Company Settings > Expenses > Expense Export and when exporting transactions from Manage > Transactions > Export, giving admins more visibility.

Split Details on Transaction Report: Organizations with Splits enabled have a more streamlined reconciliation experience with the ability to view split-related data on the transaction report. Data includes Split Department, Category, and Custom Fields, Split Amount (USD), and Split Amount (FX/Foreign Exchange).

Approved By Name Column in Expense Report: Admins are able to quickly see who approved an expense within a new “Approved By Name” column in an expense report to aid in faster follow up if needed.

Increased Discounts for Hotels: Users booking on mobile get an additional 3-5% discount on select hotels. Additionally, users now have access to additional exclusive rates on select hotel chains, which add a 12-15% discount when booking on mobile or desktop.

Modify Flight Bookings for Select Airlines on iOS: Travelers using the iOS app save time with the ability to self-modify United, American Airlines, and Lufthansa Group flight reservations. (Web and Android modifications were released last month.)

Manage Expense Categories: All organizations on a basic (free) plan can now add and edit categories in-app, giving admins greater control of their Expense settings.

Save Export Configuration for Expense and Transactions: The export configuration is automatically saved for future use when exporting expenses from Company Settings > Expenses > Expense Export and when exporting transactions from Manage > Transactions > Export.

Reassign Transactions & Cards: When reassigning a corporate card, admins have the option to reassign transactions that have been assigned to the previous expense assignee as well, giving them greater flexibility in card management.

Remove Closed Cards: Closed corporate cards are automatically removed from TravelBank after 14 days from the closed date, at which point it will no longer be visible on both the Card Management and the employee’s My Cards pages. Transactions that come in under a closed card will still be added to TravelBank for the employee to expense.

Accessibility Audit and Updates for Web: We’ve conducted an accessibility audit and update throughout the product to ensure that TravelBank can be enjoyed by everyone. First off, you’ll notice our signature blue shade shifting to be a brighter higher contrast blue. As we continue to roll out these changes, our users will see an improved experience with our web application.

More Lufthansa Group Airlines Fares Available: Travelers are able to view and book more fares from Lufthansa, including its joint venture airlines–Deutsche Lufthansa AG, Air Dolomiti S.p.A Linee Aeree Regionali Europee, Austrian Airlines AG, Brussels Airlines S.A./N.V., Eurowings Discover, Eurowings GmbH, and Swiss International Air Lines Ltd.

Modify Flight Bookings for Select Airlines: Travelers will save time with the ability to self-modify United, American Airlines, and Lufthansa Group flight reservations in the web and Android app. (iOS will be a fast follow.)

Preferred and Premium Seats for Select Airlines: Travelers are able to select all seat options, including paid seats, directly within the TravelBank app for United, American Airlines, and Lufthansa Group, eliminating the extra step required to contact an agent.

NDC unlocked better rates and more fare options, including paid seats, for customers.

Department Field on Expense Details: For organizations who have Splits enabled, a Department field is available on the expense details page, allowing users to quickly add a department without needing to split an expense.

Resync Expense Reports to NetSuite: Expense reports in queue automatically resync to NetSuite. Additionally, a new button ‘Sync to GL’ is available on the Manage > Expense Reports page to manually sync reports that are ready to be synced.

Plans and Pricing Page: In Company Settings, there is a new menu option ‘Plans and Pricing’. Customers can now easily compare product plans and request an upgrade to their plan from within the app.

Drag and Drop for Receipts on Web: Simply select your receipt image, drag it into the receipt area for your expense, and it automatically gets added—making the entire process faster and more efficient.

Delegate Approvals Tracked in Activity Log: When a delegate approves an expense report on behalf of another manager or admin, the action will be logged in the activity log of that expense report.

Upgrade Your Account From the App: Information about our plans and pricing have been added to the app. Now, customers can compare plans and request an upgrade to their TravelBank plan from within the app by navigating to company settings.

Merging Expenses & Transactions: We’re moving corporate card transactions to your Expense list so you can see synced transactions and manually created expenses in one view and easily merge expenses and your receipts with card transactions. This new view will be called “Expenses & Transactions.” If you have a personal synced card or historical corporate card transactions you’d like to review, those transactions will still be available under the “Past & Personal Transactions” tab in “My Cards.”

Preventing Duplicate Corporate Card Expenses: If you use a corporate card, you will no longer be able to submit a non-reimbursable expense without merging a corporate card transaction to the expense. This will prevent duplicates of non-reimbursable expenses. Errors will be indicated clearly at the top of the screen with a red banner.

Expense Export Enhancements for Admin Users: The next time you export your expenses, you’ll notice two new columns: Posted Date of Transaction and Sync Card, including last 4 digit identifier. Additionally, we’re removing lesser-used columns: Updated Date, Excluded Date, and Budget Category.

TravelBank has been acquired by U.S. Bancorp, a leader in delivering innovative corporate payment solutions: Through this acquisition, TravelBank will join the U.S. Bank family and we will continue to deliver our products and innovations to our customers, current and future. We are fortunate to have the steady support and resources of U.S. Bank to help accelerate our growth and roadmap, and allow us to deliver fintech innovations to you faster than ever. Learn more.

Allocate Expenses by Department: Employees can easily allocate each expense to a specific department through custom fields. When multiple projects are selected, users can split the expense by percentage or dollar amount.

Mileage Expense Maps: Once the destination points have been entered into your mileage expense, destinations can be reordered and saved, and then a map of the route is generated so employees can verify the route that the calculator is using to determine mileage.

Travel Transaction Report: Creating travel reports from scratch? TravelBank’s new Travel Transaction Report saves you time by displaying all of your travel transactions in one place, within Premium Insights.

Credit Card Reconciliation Report: Reconcile your synced cards in a more efficient way. The Credit Card Reconciliation Report enables TravelBank users to match all synced card transactions with their respective expenses, including travel bookings, in Premium Insights.

Multi-Stop Mileage: Multi-stop mileage enables users to add up to 10 intermediate stops to a mileage expense in addition to their Start and Destination addresses. This feature eliminates the need for travelers to create individual mileage expenses for each leg of a trip.

Reminder Emails – Travel and Expense Approvals: Additional reminder emails are now sent to unverified managers to notify the manager to activate their TravelBank account. This enables the unverified manager to activate and approve any pending bookings or expenses to employees who have been assigned to them.

Transaction and Expense Pairing on Web: All users can now pair synced transactions to an existing expense on web for simple reconciliation.

Amex Corporate Card Integration: Connect your Amex corporate card to TravelBank to view transaction data directly within your Card dashboard.

Add Additional Approvers with Multi-Level Approval Flows: You decide who approves what, and when. Add multiple approvers to your expense policies governed by the expense category and expense amount.

TRAMS Enhancements: Accounting teams can now see email IDs in TRAMS for all hotel and cab bookings.

Add Multiple Receipt Images On Android App: You now have the ability to share multiple photos of your receipts to the TravelBank app, within your Android photo application. Simply select the photos you’d like share, tap on the TravelBank app icon, and photos of your receipts will appear within the TravelBank app.

Set External Account ID on Expense Categories: Integration with your ERP system just got easier. Expenses imported into your ERP will now be automatically set to the correct expense category.

Sync Categories in Quickbooks Online : Automatically map your expense categories from QBO to TravelBank. Any changes made in QBO will be reflected in the TravelBank app.

Expense Enhancements On Android App: We’ve added sort and search functionalities for your expense lists.

Add Multiple Receipt Images On iOS App: You now have the ability to share multiple photos of your receipts to the TravelBank app, within iPhone Photos. Simply select the photos you’d like share, tap on the TravelBank app icon, and photos of your receipts will appear within the TravelBank app.

Okta SCIM User Provisioning: Continue managing employees directly within Okta; TravelBank will sync all of your edits.

Add Expense Policy on User Profiles: You can now add and easily edit an employee’s expense policy within the employee directory, making it simple to assign and customize an employee’s expense policy allowances.

More Data on Your PDF Reports: Do you require custom fields on your employee expense report? All custom fields, and mileage addresses, are now viewable on your expense report PDF files for better visibility.

A Refresh for Report Creation: Expense reports are getting a makeover! Enjoy creating reports with increased efficiency in our refreshed interface.

My Cards Mobile for Admin: Integrate with the bank of your choice so spend and reconciliation occur in one seamless process, giving your team visibility of every transaction, before it’s even submitted.

My Cards Mobile for Employees: A new My Cards tab makes it easy to manage your assigned corporate cards and personal cards, and view transactions in one place, on any mobile device.

Round-trip for mileage: Automatically calculate round-trip mileage in app to save time when tracking your round-trip routes.

Reassurance Information on Flights: TravelBank now displays information on sanitary practices for every flight, so users can book travel with safety in mind.

ERP Support: Easily transfer your pertinent finance data from TravelBank to any enterprise resource planning (ERP) system. In addition to our direct integrations with the most popular general ledger and ERP systems like Netsuite, Quickbooks, Xero and more, we are now offering technical support for connecting TravelBank with any ERP. Learn more.

Delegate Users: Our new Delegate Users feature allows admin users the ability to give executive assistants, travel coordinators, or any other authorized employees access to specific accounts that the delegates support, without compromising confidentiality or security.

Traveler Tracker: Based on our data insights, we are encouraged to see signs that business travel is poised to make a significant recovery this year. Duty of care and oversight is pivotal to any travel program relaunching safely and successfully. To support the safety and wellbeing of our customers and their employees, TravelBank now offers admin users a Travel Tracker dashboard for maximum oversight within the platform.

Itemized Expenses: Employees can now break receipts down into multiple expense line items with unique categories, for example, hotel bill and taxes.

Updated Expenses View: This expenses details screen has been updated and optimized for web. Users can also delete or change receipt and adjust sizing. On the expense list screen, users are able to select and delete multiple expense items at once.

Expense custom fields by category: Admin users can now set custom fields to apply to specific expense category only by toggling on Category Specific, then selecting the applicable categories.

Deactivate Users: When admin upload a CSV of users, they can now check a box to deactivate excluded users so anyone not listed in the CSV file will be deactivated. Users will see a warning to accept changes before users are deactivates, and can access a table within the admin view to see all deactivated users.

Mileage Expense Recording Enhancements:

For Admin

1. •Use IRS recommendations or customize mileage rates per policy. New mileage policies can be created for any set of users within your organization.

For Employees

1. •Add your origin and destination addresses. TravelBank will automatically suggest an address as you type and calculate the distance in miles for you.
2. •Need to add the mileage manually or edit the miles driven? No problem. This feature is still available.

Expense Policy Spend Alerts: Admins can now establish an expense policy per category and alert managers when employees are out of policy during the approval flow.

Brex Transaction Sync: Connect your company’s Brex cards with TravelBank, and assign them to employees. After the cards have been assigned to employees, admins will be able to see the transactions, and view whether or not the transactions have been assigned to an expense report. Employees will be able to view card details as well as synced transactions, by clicking on “My Cards” in the sidebar. All Brex card transactions are automatically set as “non-reimbursable.”

Gift Your Rewards: Looking for even more ways to use your TravelBank Rewards? Redeem your rewards for gift cards and have the card sent directly to an email address of your choosing with a custom message.

Car Loyalty Points: Attach your rental car loyalty program number to your reservation at the time of reservation, or save all your loyalty numbers in one place within your Account to earn points and unlock status tiers.

Slack App: Questions about your upcoming flight? Need help making changes to your hotel booking? Chat with a TravelBank travel support team member directly through Slack, at your desk or on the go. Download the app and start chatting.

Premium Insights: Premium Insights is our new user-friendly and fully customizable dashboard that allows you to monitor all of your spend, leakage, and trends. It gives every decision maker in your company a one-stop dashboard for the travel and expense metrics that matter to your business.

My Cards: A new Cards tab on the desktop app makes it easy for your employees to manage their assigned corporate cards and personal cards, and view their transactions on one screen.

Expense Search & Transaction Assignment: Our updated interface allows employees to search and assign individual expenses into unique reports with ease.

Netsuite Enhancements: Now able to support multiple subsidiaries and currencies.

Reimbursement Account Alerts (iOS, Android): Proactive messages surface issues with your bank account when TravelBank attempts to process reimbursements so you can get paid faster.

Virtual Payments with U.S. Bank: TravelBank partners with U.S. Bank to offer an integrated virtual card, expense management, and travel solution. The new U.S. Bank Instant Card integrates directly into the TravelBank travel and expense management application, making it simple for businesses to provision virtual corporate cards to control and track spend in real time, and manage business travel and expense in a single, all-in-one solution, all while earning market-leading card spend rebates and providing employees with safe and convenient contactless payment options.

Rewards Mobile App Enhancements: Previously available on desktop, now available on your mobile TravelBank app! Reward your employees with the addition of new brands, custom rewards amounts, and a shiny new user interface that makes it simple to browse and redeem.

Corporate Card Management: Issue, manage, and track your cards in one place. Integrate with the bank of your choice so spend and reconciliation occur in one seamless process, giving your team better financial control and visibility of every transaction.

New Rewards Providers: Enjoy even more ways to reward your employees with the addition of new brands, including DoorDash, Audible, Hulu, charity, and more. No need to wait until your points hit a certain number – employees can now enter a custom amount for several of our providers.

Strategic Partnership with World Traveler Inc: In an effort to broaden the number of SMBs we serve, TravelBank partnered with travel management company World Travel Inc. Our technology will power their brand new online booking tool and expense management platform, WorldHub Travel & Expense.

Unused Ticket Reconciliation: If an airline cancels or substantially delays a flight, you may be eligible for a refund, even on a non-refundable ticket. TravelBank now offers an unused airline ticket tracking service to help your company effectively track and reconcile these travel credits. Our system emails monthly updates with the status of your unused ticket balances for simple reconciliation of your records.

Company Settings Redesign: Switch between sections in a breeze with our updated Company Settings navigation.

Create and Manage Custom Expense Fields: Your team can now create custom fields for things like project codes, leave those fields as open text or structure it as a dropdown, and decide whether to make the field required.

Customize Excel Reports: When preparing your reports, easily select date ranges, filter by department, and choose the data fields you’d like to add.

Corporate Airline Discounts: You can now apply your company’s negotiated airline rates throughout the TravelBank flight booking experience. Travelers see rates tagged with your company’s name, allowing them to prioritize booking rates that are uniquely reduced.

International Hotel Rates: View, compare, and book rooms from hotel inventory around the world with local currency converted to US dollars at the time of booking.

Work from Home Expenses: Reduce costs and stay organized with our free WFH expense software trial. WFH expenses improve productivity and keep employees happy while sheltered in place.

Best Place to Work SF: TravelBank is listed as a best place to work in the Bay Area for the second year in a row.

Merchant of Record Removal: Managing company spend? You’ll now see the airline booked through TravelBank listed on your credit card statement, instead of “TravelBank”. 

Airline Credit Card Rewards: Travelers receive full airline credit card rewards including status for flights booked via the TravelBank app.

Traveler Profiles: Now on desktop!  Book your business trips even faster. Save your known traveler number, add all of their airline and hotel loyalty numbers, and store preferred payment methods, all in one place.

COVID-19 Travel Tracker: View travel waivers and cancellation policies due to Coronavirus impact.

Trip Cards: With this redesign, access even more information about your upcoming trip with our updated and redesigned booking detail pages. Easily manage approval requests, view receipts for your bookings, get directions to your hotel, and request modifications. Preview the new design.

Credit Card Type Listed on Booking Requests: As a manager reviewing a booking request, see the card type, whether corporate or personal, your employee used to pay for the booking before you take action.

Group Flight Bookings: Book flights for up to 7 travelers at once. All travelers in the group booking are listed under the same record, making it easy to manage the booking, check in all travelers at the same time, and save on costs.

Car Filters: When searching for car rentals on the TravelBank web app, filter by the rental agency or car type to find what you need even faster.

Payment Method Listed on Approvals: For managers, booking approvals now show the payment method used by the requester.

Car Rentals: Travelers can use the TravelBank app to rent cars for their business trips from over 40 different car rental companies across 200 countries.

24 hour Flight Cancellations in App: Secure booking with easier in-app cancellation for up to 24 hours after booking.

Basic Economy Flights: Basic economy and low-cost carrier flight inventory are now available.

Filter Hotel Results by Brand: Quickly find your preferred hotel to stay at by filtering the hotel results by brand.

Total Hotel Budget Display: Hotel Budget now includes all fees and taxes so you can easily understand your travel budget.

M life Rewards: Earn M life Rewards points for qualifying stays at participating MGM Resorts.

Hotel Reporting in Local Currency: Hotel booking reports includes the total cost in the currency charged by the hotel.

New Expense Report Design on Mobile: New design to view expense reports on mobile devices.

Flexible Approver Set Up for Travel and Expenses: Explicitly assign an approver for each user for both expense and travel requests.

Updated Employee Directory Page: Easily manage invitations, permissions, and status of the employees.

Marketplace: Launching Marketplace, a one-stop-shop for all your business travel needs, such as airport lounge passes, ground transportation, and even bleisure activities, with exclusive deals and offers.