Home Admin Setup Guides

Admin Setup Guides

  1. Getting Started

    1. Get started

    2. Welcome Templates (US)

    3. Welcome Templates (UK)

  2. 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)

  3. 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

  4. Travel Settings

    1. Travel made simple

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

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

    4. How to add company loyalty programs

    5. Understanding and Managing Email Notifications (Travel)

    See all 16 articles

  5. 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 21 articles

  6. Payment and budgets

    1. Budgets : For Admins and Supervisors

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

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

  7. Virtual Cards

    1. Virtual Cards made simple

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

    3. Virtual Card Common Use Cases

    4. Approving Budgets to fund virtual Cards

    5. Managing virtual Cards as an Admin

    See all 9 articles

  8. Finance System Connection

    1. Connecting to Xero Accounting

    2. Connecting to Sage Accounting Online

    3. Connecting to Quickbooks

    4. Maximise tax reclaim with Amazon Business

  9. Reporting

    1. Spend Reporting Dashboard

    2. Predefined Spend Reports

    3. Spend Report Builder

    4. Travel Reports

    5. Tag/Purpose in travel booking and reporting

    See all 6 articles

  10. Travel Invoices (receipts)

    1. Access Travel Invoices (receipts)

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

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

  11. Travel Payment Methods

    1. Individual payment card(s) for travel

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