Expense Settings

  1. Purchase, Justify, Approve : 3 steps to managing employee spend

    Audience: Admins Purpose Amex GBT's spend platform allows you to manage spend via 3 main steps : Purchasing, Justifying and Approving. ...

    Mon, 5 May, 2025 at 4:06 PM

  2. Getting started...

    Audience: Admins Purpose In this article, we will provide an overview of the standard setup steps for spend management. To initiate a custom onboa...

    Mon, 28 Apr, 2025 at 7:22 PM

  3. All Finance Systems Integration

    Audience: Admins Purpose Amex GBT's spend platform includes built in integration into online finance systems commonly used by SME customers, h...

    Mon, 5 May, 2025 at 4:11 PM

  4. Creating Fields

    Audience: Admins Purpose Fields give you the ability to customize your expense line coding fields, and build out your spend reporting, to include ...

    Mon, 5 May, 2025 at 4:24 PM

  5. Field Dependencies

    Audience: Admins Purpose When establishing your field, you are presented with the option to select a "Parent field". Selecting a parent ...

    Mon, 5 May, 2025 at 4:31 PM

  6. Default automation rules

    Audience: Admins Purpose Default automation rules, set within fields, allows you to define the source for coding automations when managing a tr...

    Mon, 5 May, 2025 at 4:33 PM

  7. Field Code Approvers

    Audience: Admins Purpose When creating field codes for an established field, you are presented with the option to assign a "code approver&quo...

    Mon, 5 May, 2025 at 4:35 PM

  8. Mapping Expense Categories

    Audience: Admins Purpose Expense Category - This is selected within the creation of an expense line to document what category of expense was in...

    Tue, 29 Apr, 2025 at 11:10 AM

  9. Setting Mileage Rates

    Audience: Admins Purpose You can create multiple mileage policies and rates in Amex GBT's spend platform to allow your users to enter and recl...

    Mon, 5 May, 2025 at 4:38 PM

  10. Setting Tax Codes (rates)

    Audience: Admins Purpose As a part of your spend manage setup, you will want to properly set your tax codes (rates). As you continue to manage you...

    Mon, 5 May, 2025 at 4:41 PM

  11. Connect Corporate Card

    Audience:  Admins | Primary Corporate Card Holder (US Customers Only) Purpose Corporate card integration allows you to automate a transaction feed...

    Mon, 5 May, 2025 at 4:43 PM

  12. Creating and managing spend rules

    Audience: Admins Purpose Creating/managing a spend rule will allow you to define conditions based on amount, specific expense category or both....

    Mon, 5 May, 2025 at 4:45 PM

  13. Creating and managing recipients

    Audience: Admin Purpose In this article, we will cover how to manage Recipients under Settings > People, as an Admin. Recipients are an impo...

    Mon, 5 May, 2025 at 4:47 PM

  14. Managing people groups

    Audience: Admins Purpose In this article, we will cover how to manage people groups. This will help to determine the impacted people as it rela...

    Mon, 5 May, 2025 at 4:52 PM

  15. Authorize users to create cash expenses

    Audience: Admins Purpose A component of spend management setup is ensuring that the user can submit personal cash/out-of-pocket expenses. As an Ad...

    Mon, 5 May, 2025 at 4:53 PM

  16. Map Connected Cards to Users

    Audience: Admins Purpose Once the connection is confirmed, you are ready to map each individual card to the associated user. Mapping a card will e...

    Mon, 5 May, 2025 at 5:12 PM

  17. End-to-End Test for Spend Management

    Audience: Admins Purpose In this article, let's cover end-to-end testing which is a process that ensures your spend setup meets your needs and...

    Mon, 5 May, 2025 at 5:15 PM

  18. Team Training for Spend Management

    Audience: All Users  Purpose In this article, let's train your team to use Amex GBT's spend management platform. The below resources wi...

    Mon, 5 May, 2025 at 5:20 PM