Getting started guide

Did you know? 🔎
Extend offers both web and mobile app experiences. Take advantage of both to make spend management convenient for any scenario.

Note: Each user’s app experience may look slightly different as certain features are available based on your bank issuer, your role in the org, and whether you have a registered card.

Navigate the home page

Here is how these navigation items work:

Accounts
View your registered account(s) and any accounts in the org that you have permission to see. Note: An account refers to any registered credit card (often a physical card).

Budgets
View a list of all your budgets and any budgets in the org that you have permission to see. You can also view budget requests if you are a registered cardholder.

Virtual cards
View all virtual cards that you have received, plus any virtual cards in the org that you have permission to see. You can also view virtual card requests if you are a registered cardholder.

Expenses
Depending on a user’s individual role and permissions, view card transactions, automated expense reports for reconciliation, and out-of-pocket expense reports in your organization.

People
View a list of all members in your org. You can also invite people to join your organization and assign specific roles if your own role permits.

Support
Reach out to customer support, access the help center, or reference the getting started guide.

Notification center
View notifications of various app activity.

Profile
View and edit your profile settings, including notification settings, plus your organization settings if your role enables that permission.
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Use the “Create New” button

The Create New button is a key element in the Extend app. Based on your role and cardholder status, you can use this button to quickly do a lot of things.

Here’s a list of all possible functions you might see on the Create New menu:

• Create a virtual card
• Create in bulk (CSV)
• Request a virtual card
• Create a budget
• Request a budget
• Create expense report
• Auto-match receipts (mobile app only)

View real-time spend on the home page

If permitted (Owner, Admin, or Bookkeeper—more on roles later!), you'll see a six-month spend chart featuring total monthly virtual card spend, the current month's spending progress, and other key metrics, including: 

• Total available credit across virtual cards
• Active registered card accounts
• Active virtual cards 
• Active budgets

These home page insights empower you and your team to streamline workflows and take quicker action by accessing alerts, requests, and approvals directly on the home page.