Make your data work harder when you tap into Extend’s reporting capabilities. You can download your company’s spending data or integrate your accounting software with Extend to help you reconcile your credit card statement at the end of each monthly close.

If you haven’t yet done so…
1. Integrate your accounting platform (or ERP) with Extend to automatically import card transactions as charges occur. With an integration, you can sync your chart of accounts with Extend's expense category codes for consistency between systems.
2. Manually set up expense category codes (if you don’t connect Extend with your accounting software) so your employees and finance team can tag virtual cards and transactions.

Extend captures the expense category codes applied to virtual cards and transactions. When you sync or upload your transactions from Extend to your accounting software, the transaction data you need for reconciliation is automatically mapped to the general ledger.

With expense codes standardized across all systems, your finance team can easily maintain consistent bookkeeping, reconcile faster, and gain a better understanding of company spend.

How does it work?

Download reports
📍From the web app: Depending on your reporting needs, you can filter to refine exported data, opt to include any receipt attachments, and download a .CSV file from the Transactions page, the Virtual Cards page, and the Expenses page.

Reconcile your credit card statement
Use your .CSV export from Extend (or a QBO file) and any downloaded receipt documentation to quickly compare against your credit card statement.

Analyze spending insights
Easily upload your Extend data to use on a third-party reporting or analytics tool for even deeper insights into company spending.

FAQs

Who can download Extend data?
All Extend users may download their own Extend data and receipts. Only the Owner, Admins, and Bookkeepers can download all data from their organization—including receipts, out-of-pocket expense reports, and guest virtual card data. The designated out-of-pocket expense report approver can also download the organization’s expense report data, including attached receipts.

Can I import my physical card transactions into Extend?
Select bank issuers support importing physical credit card transactions into Extend. If your bank issuer offers this type of integration, you can follow these steps to set it up. This is a great way to reconcile your whole credit card statement and maintain visibility over all card spending in one convenient place.