Your one-stop resource to streamline
your travel and expense workflow
How to manage user profile
Discover how to update your own profile settings and manage your team by adding, editing, and deleting user accounts.
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How to manage user profile
Discover how to update your own profile settings and manage your team by adding, editing, and deleting user accounts.
How to update user profile
In this video, we'll show you how to complete your profile by adding personal information, address, travel documents,etc..
Watch now →How to create users
Learn how to create a new user account step by step. Users can be setup manually or via bulk upload. To create less than 15 users, we recommend using the first option.
Watch now →How to manage users
Learn how to manage user accounts as an admin: update user information, and control access permissions.
Watch now →How to configure expense settings
Learn how to create and edit expense fields, set up automation rules, map expense categories, and configure your expense system from the ground up.
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How to configure expense settings
Learn how to create and edit expense fields, set up automation rules, map expense categories, and configure your expense system from the ground up.
How to manage expense
Learn how to efficiently manage your expenses from start to finish. This playlist covers creating and organizing expense categories, helping you keep your records accurate and easy to track.
Watch now →How to create fields
This playlist covers creating new fields, editing existing ones, and adding field values to build comprehensive spend reporting with details like account codes, departments, client IDs, and more.
Watch now →How to integrate finance systems
Learn how to connect your finance systems seamlessly. This video walks you through the setup process step by step, ensuring your accounts are linked correctly for accurate financial tracking and reporting.
Watch now →How to run and end-to-end expense
Master the complete expense process from start to finish. This playlist guides you through justifying, approving, and reconciling expenses to ensure accurate and compliant financial management.
Watch now →How to manage budgets
Learn how to create and edit expense fields, set up automation rules, map expense categories, and configure your expense system from the ground up.
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How to manage budgets
Learn how to create and edit expense fields, set up automation rules, map expense categories, and configure your expense system from the ground up.
How to access budget reporting
Discover how to easily access and navigate budget reporting tools to monitor your financial performance.
Watch now →How to create a budget
Learn the essential steps to take control of your finances and build a solid budget that works for you.
Watch now →How to book travel
Learn how to book flights and trains, rent a car, arrange ground transportation, and reserve hotel accommodations.
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How to book travel
Learn how to book flights and trains, rent a car, arrange ground transportation, and reserve hotel accommodations.
How to book flight/train
Learn how to search for and book flights and train tickets for your business travel.
Watch now →How to rent a car and book ground transportation
This playlist covers how to rent a car and book ground transportation for your business travel.
Watch now →How to manage virtual Cards
Learn how to create and edit expense fields, set up automation rules, map expense categories, and configure your expense system from the ground up.
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How to manage virtual Cards
Learn how to create and edit expense fields, set up automation rules, map expense categories, and configure your expense system from the ground up.
How to approve budget
Learn how to approve budget requests as an admin, from reviewing pending authorizations to final approval.
Watch now →How to modify a virtual card budget for another user as admin
Learn how to modify budget details for other users as an admin.
Watch now →How to request a budget to fund your virtual Card
Learn how to submit a request for budget allocation to fund your virtual card.
Watch now →