Talk to the experts
Learn more about Extend and find out if it's the right solution for your business.
May 29, 2024 8:00 PM
Curious about what’s new in Extend?
We’ve been hard at work the last few months and released new features and enhancements to continue to give you more control over company spend.
Let’s dive into the latest updates.
Closing the books just got easier with Extend's recently enhanced integration with QuickBooks Online.
With this integration, you can forget about manually matching transactions, as you’ll automatically sync your chart of accounts between platforms. When you integrate with QuickBooks Online, your team can tag virtual cards and transactions with pre-populated expense codes in Extend to ensure consistent and accurate bookkeeping. Once transactions clear, you can push transaction data and receipt attachments to Quickbooks with a single click.
If Netsuite is your accounting platform of choice, you can integrate it with Extend to streamline reconciliation and free up valuable time for your team.
When you integrate with Netsuite, your chart of accounts will automatically sync, ensuring your Extend expense codes match your Netsuite general ledger.
Accurate bookkeeping becomes a breeze, and you gain a complete view of spending. You and your team can tag virtual card transactions with pre-populated expense codes in Extend and easily sync transaction and virtual card data, and receipt attachments to Netsuite in seconds.
Leverage team budgets in Extend for greater control and flexibility, and empower your employees to request a budget when they need funds for a specific team, project, location, client, or other business expense.
Once you approve, they'll be able to create and manage their own virtual cards within the designated spending limit.
But don't worry about losing oversight! As a cardholder, you have complete visibility into how budget funds are spent. Plus, you can adjust spending limits and controls - anywhere, anytime.
Extend's home page now features a powerful spend analytics dashboard, putting key spend insights front and center.
As an owner, admin, or bookkeeper, you'll see a six-month spend chart with breakdowns of total monthly virtual card spend, the current month's spending progress, and other key organization metrics, including:
These home page enhancements go beyond equipping you with richer data. They also empower you and your team to streamline workflows and take quicker action by accessing alerts, requests, and approvals directly on the home page.
Add an extra layer of security and control to your virtual card program by setting up card approval thresholds.
Once the owner or an admin designates a card approver for a specific dollar amount, any virtual card created or updated that exceeds that threshold will automatically require additional approval from the card approver before it can be used.
For example, let's say you assign a card approver and determine that every virtual card over $25 requires additional approval. Here's how the approval process plays out:
Ready to put these powerful features to use and fuel better spend management in your company?
Existing Extend users: Log in to your account and explore the latest features and enhancements!
New to Extend? Get started here.
Dawn Lewis
Controller at Couranto
Bridget Cobb
Staff Accountant at Healthstream
Brittany Nolan
Sr. Product Marketing Manager at Extend (moderator)
Curious about what’s new in Extend?
We’ve been hard at work the last few months and released new features and enhancements to continue to give you more control over company spend.
Let’s dive into the latest updates.
Closing the books just got easier with Extend's recently enhanced integration with QuickBooks Online.
With this integration, you can forget about manually matching transactions, as you’ll automatically sync your chart of accounts between platforms. When you integrate with QuickBooks Online, your team can tag virtual cards and transactions with pre-populated expense codes in Extend to ensure consistent and accurate bookkeeping. Once transactions clear, you can push transaction data and receipt attachments to Quickbooks with a single click.
If Netsuite is your accounting platform of choice, you can integrate it with Extend to streamline reconciliation and free up valuable time for your team.
When you integrate with Netsuite, your chart of accounts will automatically sync, ensuring your Extend expense codes match your Netsuite general ledger.
Accurate bookkeeping becomes a breeze, and you gain a complete view of spending. You and your team can tag virtual card transactions with pre-populated expense codes in Extend and easily sync transaction and virtual card data, and receipt attachments to Netsuite in seconds.
Leverage team budgets in Extend for greater control and flexibility, and empower your employees to request a budget when they need funds for a specific team, project, location, client, or other business expense.
Once you approve, they'll be able to create and manage their own virtual cards within the designated spending limit.
But don't worry about losing oversight! As a cardholder, you have complete visibility into how budget funds are spent. Plus, you can adjust spending limits and controls - anywhere, anytime.
Extend's home page now features a powerful spend analytics dashboard, putting key spend insights front and center.
As an owner, admin, or bookkeeper, you'll see a six-month spend chart with breakdowns of total monthly virtual card spend, the current month's spending progress, and other key organization metrics, including:
These home page enhancements go beyond equipping you with richer data. They also empower you and your team to streamline workflows and take quicker action by accessing alerts, requests, and approvals directly on the home page.
Add an extra layer of security and control to your virtual card program by setting up card approval thresholds.
Once the owner or an admin designates a card approver for a specific dollar amount, any virtual card created or updated that exceeds that threshold will automatically require additional approval from the card approver before it can be used.
For example, let's say you assign a card approver and determine that every virtual card over $25 requires additional approval. Here's how the approval process plays out:
Ready to put these powerful features to use and fuel better spend management in your company?
Existing Extend users: Log in to your account and explore the latest features and enhancements!
New to Extend? Get started here.
Curious about what’s new in Extend?
We’ve been hard at work the last few months and released new features and enhancements to continue to give you more control over company spend.
Let’s dive into the latest updates.
Closing the books just got easier with Extend's recently enhanced integration with QuickBooks Online.
With this integration, you can forget about manually matching transactions, as you’ll automatically sync your chart of accounts between platforms. When you integrate with QuickBooks Online, your team can tag virtual cards and transactions with pre-populated expense codes in Extend to ensure consistent and accurate bookkeeping. Once transactions clear, you can push transaction data and receipt attachments to Quickbooks with a single click.
If Netsuite is your accounting platform of choice, you can integrate it with Extend to streamline reconciliation and free up valuable time for your team.
When you integrate with Netsuite, your chart of accounts will automatically sync, ensuring your Extend expense codes match your Netsuite general ledger.
Accurate bookkeeping becomes a breeze, and you gain a complete view of spending. You and your team can tag virtual card transactions with pre-populated expense codes in Extend and easily sync transaction and virtual card data, and receipt attachments to Netsuite in seconds.
Leverage team budgets in Extend for greater control and flexibility, and empower your employees to request a budget when they need funds for a specific team, project, location, client, or other business expense.
Once you approve, they'll be able to create and manage their own virtual cards within the designated spending limit.
But don't worry about losing oversight! As a cardholder, you have complete visibility into how budget funds are spent. Plus, you can adjust spending limits and controls - anywhere, anytime.
Extend's home page now features a powerful spend analytics dashboard, putting key spend insights front and center.
As an owner, admin, or bookkeeper, you'll see a six-month spend chart with breakdowns of total monthly virtual card spend, the current month's spending progress, and other key organization metrics, including:
These home page enhancements go beyond equipping you with richer data. They also empower you and your team to streamline workflows and take quicker action by accessing alerts, requests, and approvals directly on the home page.
Add an extra layer of security and control to your virtual card program by setting up card approval thresholds.
Once the owner or an admin designates a card approver for a specific dollar amount, any virtual card created or updated that exceeds that threshold will automatically require additional approval from the card approver before it can be used.
For example, let's say you assign a card approver and determine that every virtual card over $25 requires additional approval. Here's how the approval process plays out:
Ready to put these powerful features to use and fuel better spend management in your company?
Existing Extend users: Log in to your account and explore the latest features and enhancements!
New to Extend? Get started here.
Curious about what’s new in Extend?
We’ve been hard at work the last few months and released new features and enhancements to continue to give you more control over company spend.
Let’s dive into the latest updates.
Closing the books just got easier with Extend's recently enhanced integration with QuickBooks Online.
With this integration, you can forget about manually matching transactions, as you’ll automatically sync your chart of accounts between platforms. When you integrate with QuickBooks Online, your team can tag virtual cards and transactions with pre-populated expense codes in Extend to ensure consistent and accurate bookkeeping. Once transactions clear, you can push transaction data and receipt attachments to Quickbooks with a single click.
If Netsuite is your accounting platform of choice, you can integrate it with Extend to streamline reconciliation and free up valuable time for your team.
When you integrate with Netsuite, your chart of accounts will automatically sync, ensuring your Extend expense codes match your Netsuite general ledger.
Accurate bookkeeping becomes a breeze, and you gain a complete view of spending. You and your team can tag virtual card transactions with pre-populated expense codes in Extend and easily sync transaction and virtual card data, and receipt attachments to Netsuite in seconds.
Leverage team budgets in Extend for greater control and flexibility, and empower your employees to request a budget when they need funds for a specific team, project, location, client, or other business expense.
Once you approve, they'll be able to create and manage their own virtual cards within the designated spending limit.
But don't worry about losing oversight! As a cardholder, you have complete visibility into how budget funds are spent. Plus, you can adjust spending limits and controls - anywhere, anytime.
Extend's home page now features a powerful spend analytics dashboard, putting key spend insights front and center.
As an owner, admin, or bookkeeper, you'll see a six-month spend chart with breakdowns of total monthly virtual card spend, the current month's spending progress, and other key organization metrics, including:
These home page enhancements go beyond equipping you with richer data. They also empower you and your team to streamline workflows and take quicker action by accessing alerts, requests, and approvals directly on the home page.
Add an extra layer of security and control to your virtual card program by setting up card approval thresholds.
Once the owner or an admin designates a card approver for a specific dollar amount, any virtual card created or updated that exceeds that threshold will automatically require additional approval from the card approver before it can be used.
For example, let's say you assign a card approver and determine that every virtual card over $25 requires additional approval. Here's how the approval process plays out:
Ready to put these powerful features to use and fuel better spend management in your company?
Existing Extend users: Log in to your account and explore the latest features and enhancements!
New to Extend? Get started here.
Learn more about Extend and find out if it's the right solution for your business.