Expense Management
Accounting
See all articlesCreate and manage expense categories
Overview
Expense categories are the labels assigned to expenses within your organization to ensure accurate expense t...
Dynamic Expense Reports and Reconciliation
Overview
Dynamic Expense Reports give finance teams a flexible, action-focused way to reconcile their organization’s ...
Coding transactions with expense category rules
How expense category rules code transactions
Cleared transactions that meet the conditions of an active expense categ...
Managing expense category rules
Expense category rules allow you to automatically assign expense categories to transactions based on a set criteria...
Creating expense category rules
OverviewExpense Category Rules let your organization automatically code transactions based on conditions you define, ...
Creating Expense Category Labels in Bulk
Expense categories are the labels assigned to expenses within your organization to ensure accurate expense tracking...
Approval Workflows
See all articlesCard Approver in card approval workflows
What is a Card Approver?
The Owner or Admin(s) can assign a designated Card Approver in the organization to add a sec...
Enable virtual card approval workflow
Enabling the card approval workflow:
Note: Only Owners and Admins can enable the Card Approvals setting and assign a ...
Review requests in the card approval workflow
If the Card Approvals setting is enabled, when a user requests a card or a card update, they will not receive the car...
Receipt Rules
See all articlesCreate and update receipt rules
OverviewCreating receipt rules in Extend allows you to manage receipt compliance across your entire company. Receipt...
Send receipt reminders
Overview
A receipt reminder is a useful tool for finance teams to help employees maintain compliance with receipt doc...
Reimbursements
See all articlesAssign a reimbursement report approver
Reimbursement workflows allow finance teams to track, review, and approve reimbursable employee expenses. An Org Owne...
Approve a reimbursement report
Reimbursement workflows allow finance teams to track, review, and approve reimbursable employee expenses. An Owner or...
Manager Review
See all articlesManager Review Card Transactions
OverviewWhen an organization enables Manager Approvals, assigned managers can immediately review their direct reports...
Manager Review Reimbursements
To enable Manager Approvals for reimbursements:
Reimbursements must first be enabled by an Owner or Admin.
A People M...