Introduction | Getting started guide | Extend

Getting started with Extend

Everything you need to know to make the most of your new spend and expense management platform.

Overview

We’re glad you’re here

2 min read

So you’ve decided to turn your company credit card into an AI-powered spend and expense management powerhouse—you’ve come to the right place! You and your team can easily use Extend to better control spend and tap into time-saving expense workflows.

Key Takeaways:

First things first…

The first person in your company to sign up for Extend becomes the de facto “Owner” of your organization—or “org”—and they are the one and only super admin. If this is you, congratulations! You can always reassign the Owner role later if you need to pass the reins. But more on this later.

If someone else set up your organization in Extend, you’ll want them to invite you from the app so you can join the right team (if they haven’t already).

Best Practice 🚀 Share this guide with anyone at your company who will benefit from using Extend for payments and expense management. It’s a valuable resource to bring the whole crew on board!

The onboarding checklist

This checklist will help you and your team get the most out of Extend. You may not end up using every feature, but following this sequence will set your team for success.🚀

Join us for Extend 101!

Every Wednesday at 1pm ET, a dedicated Extend onboarding specialist will share a live demo of key features and answer questions to help you ramp up on the platform. Sign up today!

Getting Started Guide

Guide

First step

Download PDF: Getting Started Guide