Home Topics

Topics

  1. Help & Information

    The latest platform information and release notes

    1. Travel support

    2. How to request a password re-set

    3. System Updates

    4. Troubleshooting platform performance and display issues

    5. Release note October 2026

    6. Release note October 2026

    7. Release note August 2026

    8. Release note August 2026

    9. Release note June 2026

    10. Release June 2026

    11. Release note April 2026

    12. Release note April 2026

    13. Release note february 2026

    14. Release note February 2026

    15. Release note December 2025

    16. Release note November 2025

    17. Release note October 2025

    18. Release note - August 2025

    19. Release note June 2025

    20. Release note April 2025

    21. Release Note February 2025

    22. Release Notes - October 2024

    23. Release Notes - September 2024

    24. Release Notes - August 2024

    25. Release Notes - July 2024

    26. Release Notes - June 2024

    27. Release Notes - May 2024

    28. Release Notes - April 2024

    29. Release Notes - March 2024

    30. Release notes - February 2024

    31. Release notes - End of January 2024 - Neo1 design change

    32. Release Notes - January 2024

    33. November 2023 - Enhancements, Updates and Changes

  2. Admin Setup Guides

    Admin guides to get you up and running, quick and easy.

    1. Get started

    2. Welcome Templates (US)

    3. Welcome Templates (UK)

    4. How to request a password re-set

    5. How to log as another user (as an Admin)

    6. Setting up new users

    7. What Roles Can be Assigned to a User?

    8. Managing User Profiles

    9. Invite/Re-invite Users

    10. Delete vs. Deactivate User Profiles

    11. Travel made simple

    12. Travel Setup Basics: Load Users & Update Traveler Profiles

    13. How To Add a Company Level Payment Method (for Travel)

    14. How to add company loyalty programs

    15. Understanding and Managing Email Notifications (Travel)

    16. Managing Travel Policy

    17. Team Training for Travel

    18. Update a User Profile (as an Admin)

    19. How to Duplicate a Trip Itinerary (for Another Traveler)

    20. Travel Policy and Pre-Trip Approval

    21. Expense made simple

    22. Purchase, Justify, Approve : 3 steps to managing employee spend

    23. All Finance Systems Integration

    24. Creating Fields

    25. Field Dependencies

    26. Default automation rules

    27. Field Code Approvers

    28. Mapping Expense Categories

    29. Setting Mileage Rates

    30. Setting Tax Codes (rates)

    31. Connect Corporate Card

    32. Creating and managing spend rules

    33. Creating and managing recipients

    34. Managing people groups

    35. Authorize users to create cash expenses

    36. Map Connected Cards to Users

    37. End-to-End Test for Spend Management

    38. Team Training for Spend Management

    39. How to approve an expense line (transaction)

    40. Where can I find extract files?

    41. How to delete transactions

    42. How does Amex GBT's spend management platform help me manage budgets for employee spend?

    43. Budgets : For Admins and Supervisors

    44. Getting Started with Amazon Business: Link Amex GBT's spend platform to your Amazon Business account

    45. Virtual Cards made simple

    46. How to connect Business Cards (and issue virtual Cards)

    47. Virtual Card Common Use Cases

    48. Approving Budgets to fund virtual Cards

    49. Managing virtual Cards as an Admin

    50. How to modify a virtual Card budget for another user (as an Admin)

    51. Understanding virtual Card Status

    52. How to connect Corporate Cards and issue virtual Cards

    53. Getting Help for virtual Cards

    54. Connecting to Xero Accounting

    55. Connecting to Sage Accounting Online

    56. Connecting to Quickbooks

    57. Maximise tax reclaim with Amazon Business

    58. Individual payment card(s) for travel

    59. Shared (centralized) payment card(s) for travel

  3. Employees & Travelers

    Setup your travel profile, book and manage trips

    1. Update your personal profile

    2. User Profiles vs. Guest Profiles

    3. Travel made simple

    4. Access Travel Invoices (receipts)

    5. US - Paying for Travel & Locating Invoices/Receipts

    6. UK - Paying for Travel & Locating Invoices/Receipts

    7. Mobile App - Receipt Capture for Spend Management

    8. Spend Management for End Users

    9. Manager/ Supervisor Role - Spend Management

    10. Working with Account Delegations

    11. Finance Role - Spend Management

    12. What is the Expense Timeline?

    13. Homepage Dashboard

    14. Submit company card transactions (from daily file feed)

    15. Manually create out of pocket or company card transactions

    16. How to Update a User's Personal Profile

    17. How to Claim Mileage

    18. How to create and group transactions

    19. Spend Reporting Dashboard

    20. Predefined Spend Reports

    21. Spend Report Builder

    22. Travel Reports

    23. Tag/Purpose in travel booking and reporting

    24. Tagging Transactions and Tracking Budget Spend

    25. Managing Addresses in Amazon Business

    26. How to buy on Amazon Business through the platform