Home Admin Setup Guides

Admin Setup Guides

  1. Onboarding Overview (Admin)

    1. Onboarding Overview

    2. Watch a pre-recorded onboarding call

  2. User Settings

    1. Setting up new users

    2. What Roles Can be Assigned to a User?

    3. Managing User Profiles

    4. Invite/Re-invite Users

    5. Delete vs. Deactivate User Profiles

  3. Travel Settings

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

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

    3. How to add company loyalty programs

    4. Understanding and Managing Email Notifications (Travel)

    5. Managing Travel Policy

    See all 6 articles

  4. Expense Settings

    1. Expense made simple

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

    3. All Finance Systems Integration

    4. Creating Fields

    5. Field Dependencies

    See all 18 articles

  5. Budget Settings

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

  6. Finance System Connection

    1. Connecting to Xero Accounting

    2. Connecting to Sage Accounting Online

    3. Connecting to Quickbooks

  7. General System Info

    1. How to Register a Company on Amex GBT's Spend platform (2 Stages)

    2. How to request a password re-set

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