Everything you need to know to make the most of your new spend and expense 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 and expense management powerhouse—you’ve come to the right place! You and your team can easily use Extend to better control spend and tap into time-saving expense workflows.
In this guide, we will cover:
Tips for setting your company up on the platform
Ways Extend can work for your business
How to use virtual cards and expense 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 (if they haven’t already).
Best Practice 🚀
Share this guide with anyone at your company who will benefit from using Extend for payments and expense management. It’s a valuable resource to bring the whole crew on board!
The onboarding checklist
This checklist will 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 everyone up for success.🚀
🗓️ Join us for Extend 101!
Every Wednesday at 1pm ET, a dedicated Extend onboarding specialist will share a live demo of key features and answer questions to help you ramp up on the platformz Sign up today!
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