Reporting & reconciliation | Getting started guide | Extend

Overview

The Extend app

Features

Participating banks

Empowering teams & staying on budget with Levin + Riegner

Extend for

By industry

FAQs

Can I save my filter and column settings on the Card Transactions table?

Yes. With Saved Views, you can save your preferred filters and columns and return to them instantly from the Views dropdown—no need to reconfigure every time you log in.

Who can download data?

All Extend users may download their own Extend data and receipts. Only the Owner and Admins can download all data from their organization—including receipts, reimbursement reports, and guest virtual card data. Card Managers and Bookkeepers can download all data relevant to the registered cards they have permission to view. The designated reimbursement approver can download the organization’s reimbursement data, including attached receipts.