Empowering teams & staying on budget with Levin + Riegner

Did you know? 🔎
Extend offers both web and mobile app experiences. Take advantage of both for convenience and flexibility in any scenario.

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.

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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! 👀

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Navigate the home page

Here is how these navigation items work:

Home
View spending insights, team headcount, cards, budgets, and any outstanding action items in need of your attention.

Activity Page
View notifications of various app activity.

My Wallet
View your registered credit card accounts (physical cards), virtual cards, and any cards in the org that you have permission to see.

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 virtual and bill pay card requests if your role permits card management.

Expenses
A one-stop shop to view a list of all card transactions—including yours and any others in the org that you’re permitted to view—plus any reimbursable expenses you’ve submitted. You can also submit new expenses for reimbursement here.

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.
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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.

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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
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  • Create virtual cards
  • Create in bulk (CSV)
  • Request a virtual card
• Budgets
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  • Create a budget
  • Request a budget
• Bill Pay
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  • Pay an invoice
  • Pay multiple invoices (CSV)
• Expense Reports
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  • 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 🔒