Recover Deleted Expenses on Mobile: Deleted an expense by mistake? You can now recover deleted expenses on both the web app and on mobile. When recovered, expenses will reappear on your running expense list.
Disable Expense Inputs for Corporate Card Transactions: When a corporate card is matched to an expense, the transaction amount, payment method, date, and merchant will overwrite any previously entered input values on the expense details and the employee will not be able to edit those fields on our web app.
View Past Trips: All the details of your past trips booked with TravelBank will be easy to reference now. Find the details of your past trips by clicking into the historical trip display, available on both web and the mobile app.
Receipt Forwarding for Brex on Mobile: Automatically forward receipts to Brex Expense Management by toggling on the Brex icon within My Account integrations. If your admin toggles on this feature, all employee receipts are forwarded. If it is not toggled on for your entire organization, you can still turn the integration on at a personal account level, so that all of your receipts are forwarded automatically.
Default Expense Payment Method in Expense Policy Settings: Admin users can now set the payment default method for policies tied to a corporate card, to help reduce errors in the payment method field. When the payment method is set by default, that field is automatically populated so employees do not have to complete it when saving an expense.
Simplified Transaction Pairing: When manually pairing a transaction to an expense, TravelBank will reduce the list of expenses displayed based on the transaction selected, making identification faster. For example, when a positive transaction is selected, we only display positive expenses to pair it to. This will limit the user from mismatching positive and negative values and reduce errors.
Find, and Manage Hosts & Delegates with Ease: We’re making it easier than ever to add and make edits to your existing host and delegate users. Quickly find individuals and see their assignments with our new search functionality and gain access to our host and delegates list through reporting in Premium Insights. Learn more.
View and Retrieve Transactions Paired to an Expense: We have added a Transaction History tab within My Cards so employees can view a list of their paired transactions and click to see the expense each one is paired to. Paired transactions will be available in the Transaction History tab for up to 60 days. Expenses paired to a transaction also have a new look. The previous lightning bolt icon has been replaced with a link icon for a more universal and literal meaning.
Multi-select Expenses for Report Submission on iOS: Employees can now decide which expenses they want to submit, and which they’d like to leave for the next report. Upon tapping or clicking submit, employees will be presented with a list of their current expenses so they can uncheck any they aren’t ready to submit. This feature is currently available in the app on our web and iOS, and coming soon for Android.
Receipt Forwarding and Expense Management Integration for Brex Users: We are making it incredibly simple for employees to forward their receipts to your Brex Expense Management Integration. The Brex integration, found under Company Settings on web now (and coming soon on the mobile apps), has been updated so that when toggled on, all expenses saved by your employees to TravelBank will automatically be forwarded to firstname.lastname@example.org, adding them to your Brex Expense Management instance.
Add Hosts & Delegates in Bulk: As an administrator, you need the ability to add multiple hosts and delegates at one time. With our latest release, admin can now import hosts and delegates using a CSV file.
Refund to Company Expenses: Refunds happen. Sometimes an employee books a trip and doesn’t take it, or maybe they get credited back for a subscription license. With our latest update, employees can submit negative expenses within TravelBank to account for refunds, allowing your accounting team to track refunded transactions and expenses within the TravelBank dashboard for faster reconciliation.
Multipage Receipt Viewer: Have a receipt or invoice with multiple pages? Now view all pages of the receipt within the app without having to download the PDF. Now available on our web app.
Enhanced Expense Report Navigation: We’re continuing to make it easier to approve expense reports by including navigation within each report, plus a “Return to Report” button to get you back fast. Now available on our web app.
Restore Deleted Expenses: Accidentally delete an expense? With our new “Deleted” tab on the expense list you can simply select the expense, click “Restore Expenses,” and your expense will add to the Active list for continued editing.
View Paired Transactions in a List: TravelBank has always made it easy to pair transactions to expenses by auto-pairing similar expenses to transactions behind the scenes. To view auto-paired and manually paired transactions, visit the new “Transaction History” tab in My Cards and see a full listing of all transactions that have been paired or assigned to an expense. Click on “View Expense” to see the expense it has been assigned to.
General Ledger Syncing Status: If you run into an error with your general ledger syncing to TravelBank you can now easily find and resync the errors on your own in the “Reports” tab in Manage. New status tags identify which reports have pending, successful, or failed GL syncs. An email will also be sent to your organization’s finance team and any admins of the report to let them know of the sync failure.
Removal of Expense tab for Travel-Only Customers: The expense related tabs will now be hidden for travel only customers.
Description Field and Customer Field: Organizations will now be able to make description and customer fields required, allowing admin to further customize their expense policies with TravelBank.
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:
- 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.