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 Register a Company on Amex GBT's Spend platform (2 Stages)

    5. How to request a password re-set

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

    7. Setting up new users

    8. What Roles Can be Assigned to a User?

    9. Managing User Profiles

    10. Invite/Re-invite Users

    11. Delete vs. Deactivate User Profiles

    12. Travel made simple

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

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

    15. How to add company loyalty programs

    16. Understanding and Managing Email Notifications (Travel)

    17. Managing Travel Policy

    18. Team Training for Travel

    19. Update a User Profile (as an Admin)

    20. How to Book Travel (Arrange) for Others

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

    22. View All Company Trips (Admin or Arranger)

    23. Travel Policy and Pre-Trip Approval

    24. Where to find Airline Credits for all users - Admin/Arranger (US only)

    25. Create and Book Travel for a Guest (arranged traveler)

    26. Locate a Draft or Booked Trip (User)

    27. How to Approve Travel (as a Supervisor)

    28. Expense made simple

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

    30. All Finance Systems Integration

    31. Creating Fields

    32. Field Dependencies

    33. Default automation rules

    34. Field Code Approvers

    35. Mapping Expense Categories

    36. Setting Mileage Rates

    37. Setting Tax Codes (rates)

    38. Connect Corporate Card

    39. Creating and managing spend rules

    40. Creating and managing recipients

    41. Managing people groups

    42. Authorize users to create cash expenses

    43. Map Connected Cards to Users

    44. End-to-End Test for Spend Management

    45. Team Training for Spend Management

    46. How to approve an expense line (transaction)

    47. Where can I find extract files?

    48. How to delete transactions

    49. Budgets : For Admins and Supervisors

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

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

    52. Virtual Cards made simple

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

    54. Virtual Card Common Use Cases

    55. Approving Budgets to fund virtual Cards

    56. Managing virtual Cards as an Admin

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

    58. Understanding virtual Card Status

    59. How to connect Corporate Cards and issue virtual Cards

    60. Getting Help for virtual Cards

    61. Connecting to Xero Accounting

    62. Connecting to Sage Accounting Online

    63. Connecting to Quickbooks

    64. Maximise tax reclaim with Amazon Business

    65. Spend Reporting Dashboard

    66. Predefined Spend Reports

    67. Spend Report Builder

    68. Travel Reports

    69. Tag/Purpose in travel booking and reporting

    70. Tagging Transactions and Tracking Budget Spend

    71. Access Travel Invoices (receipts)

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

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

    74. Individual payment card(s) for travel

    75. 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. How to Book a Flight

    5. How to Book a Hotel

    6. How to Book a Car Rental

    7. How to Book a Train

    8. How to place a hold on a trip

    9. How to book Ground Transport

    10. How to Share a Trip

    11. How to Modify or Cancel a Trip

    12. How to Change Fare/Class (Airfare)

    13. NDC Fares

    14. How to use Airline Credits

    15. Download and setup the Amex GBT Mobile App (for Travel only)

    16. Where to find ticket/fare conditions online

    17. How to manage travel extras ( baggage / seating upgrades )

    18. Can Group or multiple passengers be added to a single trip record?

    19. Using your virtual Card to make purchases online

    20. Requesting a budget to fund your virtual Card

    21. Adding your virtual Card to your mobile wallet

    22. View your virtual Card details

    23. Using your virtual Card to book travel with AmexGBT

    24. How to modify your virtual Card budget

    25. Virtual Cards made simple

    26. Understanding Budgets

    27. Creating a Budget

    28. Mobile App - Receipt Capture for Spend Management

    29. Spend Management for End Users

    30. Manager/ Supervisor Role - Spend Management

    31. Working with Account Delegations

    32. Finance Role - Spend Management

    33. What is the Expense Timeline?

    34. Homepage Dashboard

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

    36. Manually create out of pocket or company card transactions

    37. How to Update a User's Personal Profile

    38. How to Claim Mileage

    39. How to create and group transactions

    40. Managing Addresses in Amazon Business

    41. How to buy on Amazon Business through the platform