Did you know? 🔎 Extend offers both web and mobile app experiences. Take advantage of both to make spend management convenient for any scenario.
Best Practice 🚀
Each member of your team can benefit from using both the web and mobile apps.
We recommend the web app for users like finance managers or controllers who need to set up accounting codes, integrate their accounting software, and download reporting.
We recommend the mobile app—available on iOS and Android—for employees who might need to use a virtual card, attach a receipt, or submit an out-of-pocket expense report while on the go.
Note: Each user’s app experience may look slightly different as certain features are available based on your role in the org, your bank issuer, web vs. mobile app, and whether you have a registered card.
Navigate the home page
Here is how these navigation items work:
Accounts View your registered account(s) and any accounts in the org that you have permission to see. Note: An account refers to any registered credit card (often a physical card).
Budgets View a list of all your budgets and any budgets in the org that you have permission to see. You can also view budget requests if you are a registered cardholder.
Virtual cards View all virtual cards that you have received, plus any virtual cards in the org that you have permission to see. You can also view virtual card requests if you are a registered cardholder, Owner, or Admin.
Expenses Depending on a user’s individual role and permissions, view card transactions, automated expense reports for reconciliation, and out-of-pocket expense reports in your organization.
Bill pay View a list of virtual cards that you’ve specifically created to pay invoices, plus you can see other bill pay virtual cards that you have permission to view.
People View a list of all members in your org, plus any vendors and guests you may have added. You can also invite people to join your organization and assign specific roles if your own role permits.
Notification center View notifications of various app activity.
Support Reach out to customer support, ask our chatbot a question, access the help center, or reference this getting started guide.
Profile View and edit your profile settings, including notification settings, plus your organization settings if your role enables that permission.
Use the “Create New” button
The Create New button is a key element in the Extend app. Based on your role and cardholder status, you can use this button to quickly do a lot of things.
Here’s a list of all possible functions you might see on the Create New menu:
Create virtual cards
Create in bulk (CSV)
Request a virtual card
Create a budget
Request a budget
Pay an invoice
Pay mutliple invoices (CSV)
Create expense report
Auto-match receipts (mobile app only)
View real-time spend on the home page
If permitted (Owner, Admin, or Bookkeeper—more on roles later!), you'll see a six-month spend chart featuring total monthly virtual card spend, the current month's spending progress, and other key metrics, including:
Total available credit across virtual cards
Active registered card accounts
Active virtual cards
Active budgets
These home page insights empower you and your team to streamline workflows and take quicker action by accessing alerts, requests, and approvals directly on the home page.
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