Getting started guide

Getting started with Extend

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 has set up your organization in Extend, you’ll want them to invite you from the app so you can join the right team.

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.🚀

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