Everything you need to know to make the most of your new spend management platform.
01. Introduction
We’re glad you’re here
2 min read
So you’ve decided to turn your company credit card into a spend management powerhouse—you’ve come to the right place! Anywhere you and your team use credit cards to make payments, you can now use Extend to better control and manage those payments. This guide will show you how.
In this guide, we will cover:
Tips for setting your company up on the platform
Examples of how Extend can work for your business
How to use the suite of spend management features
Best practices, additional resources, and more!
First things first…
The first person in your company to sign up for Extend becomes the de facto “Owner” of your organization—or “org”—and they are the one and only super admin. If this is you, congratulations! You can always reassign the Owner role later if you need to pass the reins. But more on this later.
If someone else set up your organization in Extend, you’ll want them to invite you from the app so you can join the right team (if they haven’t already).
Best Practice 🚀
Share this guide with anyone at your company who will benefit from using Extend for payments and spend management. It’s a valuable resource to bring the whole crew on board!
The onboarding checklist
We created an onboarding checklist to help you and your team get the most out of Extend. You may not end up using every feature, but following this sequence will set you up for success.🚀
🗓️ Join us for Extend 101!
Every Wednesday at 1pm ET, an Extend onboarding specialist will share a live demo of key features and answer questions to help you ramp up on the platform. Sign up!
%201.png)
%201.png)
