The Basics & Navigation

  1. Homepage Dashboard

    Audience: All Users Purpose In this guide you will learn how to use the dashboard to get an overview of your business spend and help you prioriti...

    Wed, 8 Oct, 2025 at 3:32 PM

  2. What is the Expense Timeline?

    Audience: All Users Purpose In this article, we will provide a high-level overview of the expense timeline.  What is the Expense Timeline? ...

    Wed, 8 Oct, 2025 at 1:15 PM

  3. How to Update a User's Personal Profile

    Audience: Users A first step to using the platform for spend is to add users, and update user profiles. For details on how to update your own profi...

    Tue, 29 Apr, 2025 at 9:02 AM

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

    Audience: All users Purpose Use the below as a general guide for how to submit company card transactions.  Keep in mind, each company set-up varie...

    Wed, 8 Oct, 2025 at 3:37 PM

  5. Manually create out of pocket or company card transactions

    Audience: All Users Purpose In this article, we will provide a general guide for how to manually create and submit company card transactions. ...

    Tue, 29 Apr, 2025 at 2:39 PM

  6. How to approve an expense line (transaction)

    Audience: Admins, Supervisors and Finance Users Purpose In this article, let's cover how to approve an expense line (transaction) as an assign...

    Mon, 1 Sep, 2025 at 8:05 PM