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:
- Use IRS recommendations or customize mileage rates per policy. New mileage policies can be created for any set of users within your organization.
- Add your origin and destination addresses. TravelBank will automatically suggest an address as you type and calculate the distance in miles for you.
- 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.