CSM Office Hours: Card Management, Part 2

Best for: Admins and Finance

May 15, 2024 | 11am PST / 2pm EST

In part two of credit card management, we will cover how to use reporting and dashboards directly in TravelBank.

In this session, you will learn about:

• Expenses and Transactions dashboard management

• Exporting the data from the dashboards and how to use the data

• Recommended reports for reconciliation