Did you know? 🔎 Extend offers both web and mobile app experiences. Take advantage of both for convenience and flexibility in 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 expense codes, integrate accounting software, and download reports.
We recommend the mobile app—available on iOS and Android—for employees who might need to attach a receipt or record a reimbursable expense while on the go.
Note: Each user’s app experience may look slightly different based on their role in the org, card issuer, web vs. mobile app, and whether they have a registered credit card.
The main navigation and Create New + button serve as key modes for using the Extend app and performing different actions.
In this section, we provide an overview of different sections of the app displayed in the main navigation and the actions available to you if you click the Create New + button.
Let’s take a look! 👀
Navigate the home page
Here is how these navigation items work:
Home View insights across company spend and expense activity, including team cards, budgets, and key alerts.
Activity Page Turns the home screen into an action center, showing a curated list of tasks that need your attention. Highlights missing receipts or expense codes, outstanding card and budget requests, and helps keep spending and reconciliation on track.
My Wallet Your central hub for managing your registered credit card accounts (physical cards), virtual cards, budgets, transactions, and reimbursements.
Manager Review Enables managers to review and flag their team’s card spend and reimbursements, receipts, and coding tasks—helping keep expenses on track and supporting faster reconciliation for finance and bookkeepers.
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 your role permits budget management.
Cards View all cards—registered credit card accounts (physical cards), virtual cards, and bill pay cards—that belong to you and those you have permission to view. You can also view card requests and take actions based on your role permissions.
Card Transactions A one-stop shop to view a list of all card transactions—both physical and virtual card spend (if applicable)—including yours and any others in the org that you’re permitted to view. You can also filter, sort, and export transaction data as needed.
Accounting This section of the app will only appear for select admin roles in the organization. Here, they can review reimbursements submitted by employees and comprehensive expense reports for reconciliation.
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 and teams if your role permits.
Help & Support A hub for education and resources, including the help center, an onboarding checklist, this guide, a 24/7 chatbot, and customer support.
Manage your settings
From the web app, click on the gear icon to manage your profile settings and the broader organization settings (if your role permits), like setting up teams, expense codes, and accounting integrations.
From the mobile app, you may only manage your profile settings.
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:
Virtual Cards
Create virtual cards
Create in bulk (CSV)
Request a virtual card
Budgets
Create a budget
Request a budget
Bill Pay
Pay an invoice
Pay multiple invoices (CSV)
Expense Reports
Create expense report
Auto-match receipts (mobile app only)
View activity and real-time spend on the home page
All users have an activity feed on the home page where they can view unread in-app notifications, complete tasks, and review any requests requiring their approval (if their role permits).
If permitted, certain user roles in the org can also view spend insights, including total monthly card spend, the current month's spend progress, and other key metrics:
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.
Bonus Be sure to set up two-factor authentication in your profile settings for added security 🔒
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