The Basics & Navigation

  1. Homepage Dashboard

    Audience: All Users Purpose In this guide you will learn how to use the dashboard to get an overview of your business spend and help you prioriti...

    Tue, 29 Apr, 2025 at 2:37 PM

  2. What is the Expense Timeline?

    Audience: All Users Purpose In this article, we will provide a high-level overview of the expense timeline.  What is the Expense Timeline? ...

    Tue, 29 Apr, 2025 at 2:38 PM

  3. How to Update a User's Personal Profile

    Audience: Users A first step to using the platform for spend is to add users, and update user profiles. For details on how to update your own profi...

    Tue, 29 Apr, 2025 at 9:02 AM

  4. Submit company card transactions (from daily file feed)

    Audience: All users Purpose Use the below as a general guide for how to submit company card transactions.  Keep in mind, each company set-up varie...

    Tue, 29 Apr, 2025 at 2:38 PM

  5. Manually create out of pocket or company card transactions

    Audience: All Users Purpose In this article, we will provide a general guide for how to manually create and submit company card transactions. ...

    Tue, 29 Apr, 2025 at 2:39 PM

  6. How to approve an expense line (transaction)

    Audience: Admins, Supervisors and Finance Users Purpose In this article, let's cover how to approve an expense line (transaction) as an assign...

    Tue, 29 Apr, 2025 at 2:39 PM