You can learn more about setting up this feature in this post. For those that don’t travel often, you can add a credit card and toggle on and off the sync only when you know you’re going to be using it for business. Once you have selected the photo you wish to upload you can either manually enter the expense details or let our receipt scanning technology do the leg work for you! Credit Card SyncĬredit card sync allows you to pull credit card transactions directly into your expense reports. Need to add a saved receipt image to a report? If you have a photo receipt saved and need to upload it to TravelBank on either the mobile or desktop app, just tap the + icon found on the expense list and then Upload Photo. You will need to forwards the receipts from your personal email to your work email, and then from your work email forward them along to Uploading Photo Receipts NOTE: Lyft requires you confirm your email so this email forwarding won’t work. If Taylor’s work email is Taylor would forward the receipt to from whatever email she wishes, or have receipts auto forward from that address in services like Uber and Amazon. Your personalized email address for sending receipts from your any email inbox to TravelBank is based on the email address you used to sign up with TravelBank: example, if Taylor Brien received a receipt for a business expense that was sent to her personal email, she can still send it to TravelBank. We understand that sometimes receipts incurred for business expenses are sent to a different email. Maybe you have Uber linked up to your personal email account, or you order something on for business use. If you are already set up on TravelBank, your company email address (the one you signed up with) is linked to your account, and you simply need to forward the receipt to Receipt Forwarding From Your Other Email Addresses Receipt Forwarding From Your Company Email Address You can forward both PDF attachments and email receipts to TravelBank and they will land in your expenses list where you can assign it to a report. Take a photo of a receipt using our mobile app and enter the amount - our receipt-scanning technology will pick up key details and auto import the expense for you. Pro Tip: If you book travel via the TravelBank app all receipts and expenses will automatically be added to your expense report! Taking a Photo of a Receipt Import transactions with credit card sync.Upload a saved receipt image to a report.Take a photo of a receipt using our mobile app.There are a few simple ways to start adding an expense in the TravelBank app: We have made business expense tracking with TravelBank as easy as possible, in order to save you from the stress and time it used to take to submit your expenses each month! You may be wondering how to capture expenses with TravelBank.
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