Welcome to our library of recordings from our Office Hours series, hosted by our Customer Success Managers. These sessions are designed to help you get the most out of TravelBank. Centered around a theme, each session shares best practices and a 20-30 minute demo.
TravelBank is here to streamline all flights, hotels and cars for your employees, letting them book in one platform. Learn more about our inventory, what is needed at check in, and tips on how to book using TravelBank.
TravelBank expense policies are used to ensure company money is being spent wisely. Learn from an expert on the ways to build out your expense policy.
Do you travel to the same hotel or area often? Do you know how local negotiated hotel rates can benefit you? Come learn about how TravelBank clients utilize their own negotiated hotel rates for savings.
Whether it’s your 1st or 100th time submitting an expense report, it's important to make sure it’s done correctly and in a timely manner. Learn more about how to submit your expense report within TravelBank and some tips on how to do it more efficiently!
Travel policies are important when it comes to day of care and cost savings for your company. Learn more about how to build out your travel policy in TravelBank.
Master setting roles and permissions in TravelBank. Learn about the permissions associated with each role and their benefits to optimize your team's efficiency and reduce risk. We'll also cover the value of the delegate role and how to change the status of employees.
Our product expert reviews best practices for change management when rolling out TravelBank's Travel platform to your employees, including key communication points and common objections.
Our product expert reviews best practices for change management when rolling out TravelBank's Expense platform to your employees iincluding key communication points and how to prep various roles.
Credit card management is immensely important when it comes to your expense program. Join us for this two part series on credit card management. In Part 1, we discuss how to get started with getting your credit card data into TravelBank and best practices.
In Part 2 of credit card management, we cover how to use reporting and dashboards directly in TravelBank for faster reconciliation and insights.
This session focuses on the benefits of using TravelBank for employment candidates who will need to travel for an on-site interview.
Split expenses by departments, categories, and/or custom fields so expenses can be more accurately routed for accounting purposes. This session covers setting up splits, submissions, approval reviews, and reporting.
Get advice and answers from the TravelBank Team in our support library.
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If you have an immediate question you would like to troubleshoot, reach out to support@travelbank.com
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