New on Commercial Rewards Card.

When making a payment, 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 Additionally, 20 reports that are either duplicates or infrequently used have been archived.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 Commercial Rewards Card and Access Online admins to easily export this data point and match it to the card statements.

The statement cycle date corresponding to each managing account is viewable on the Manage Corporate Card page, allowing Commercial Rewards Card and Access Online admins to reconcile card statements faster.

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.

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

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 support. 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.

Admins and users will benefit from core functionality and stability enhancements, which include:

• •Improved usability of the user login page
• •Address line 2 field is fixed and data entry is no longer required

Admins and users benefit from core functionality and stability enhancements, which include:

• •Improved display of summary boxes
• •Simplified card activation page scrolling
• •Improved field entry descriptions
• •UID available in the card detail slide out
• •Statement dates updated to be more accurate
• •Updated email templates to improve content clarity and visibility

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.

Users who receive a Commercial Rewards Card can activate their card from the My Cards dashboard, giving them additional flexibility. The data fields will pre-populate, saving users time during the activation process.

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.

The Payment page has been redesigned to give Commercial Rewards Card admins an instant view of the details pertaining to their credit available and payment status. Admins can see:

• •The credit available for the card program by managing account 
• •Last payment amount and date it was paid
• •Statement balance and due date

Organizations with Prepay cards have a more relevant view, which includes the available and pending amount for their cards.

Additionally, to improve the user experience, the payment slide out window only reflects options available on the account, so when a posted balance is less than the statement balance the admin will not see an option to pay the statement balance.

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

Travelers booking flights 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. 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.

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

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.

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.

Users who receive a Commercial Rewards Card can activate their card from the Commercial Rewards login portal, giving them the flexibility to activate it online.

Users see the card activation path in the area below the login.

The card activation screen prompts users to enter the details of their card.

Travelers gain a more visually intuitive way to explore hotel options. Areas with a high concentration of hotel options are grouped by quantity within the map, which users can zoom in to view individual hotels.

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.

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
• •The ability to view rooms within the map view

Travelers can toggle between a Map and List View or simple List view.

Travelers can view the room options and hotel details from the Map screen.

Receipts that are uploaded into TravelBank 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.
• •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.

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.

Commercial Rewards Card admin are able to 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.

Previously released for United, Lufthansa, and American Airlines, travelers booking all other airlines save time with the ability to self-modify flight reservations.

Travelers can book preferred and premium paid seats for United, American Airlines, and Lufthansa Group, eliminating the extra step required to contact an agent.

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. (Email support@travelbank.com to activate this feature.)

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.

Travelers can see the hotel card redesigned within their search results.

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

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.

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.

Employees and users who are assigned as an approver gain an improved view of each expense split without the extra clicks. 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. Learn how to use the split summary view.

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.

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.

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. Admins can also easily search or scroll the fields as they add or edit options.

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.

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.

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).

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.

Users now have access to additional exclusive rates on select hotel chains, which add a 12-15% discount when booking in TravelBank.

Travelers save time with the ability to self-modify United, American Airlines, and Lufthansa Group flight reservations.