See the latest product innovations from Extend. Every product release (from October 1, 2024 onwards) will be now be updated on this page!
Dec 20, 2024
Expense Category Rules
Expense category rules is an accounting automation feature that allows users to automatically code their transactions based on their chosen conditions. With expense category rules, Owners, Admins, and full-visibility Bookkeepers can set conditions that automatically assign expense categories to transactions, like merchant category, merchant name, or account.
Dec 16, 2024
Netsuite Custom Segments
Extend now supports NetSuite custom segments, allowing users to seamlessly code transactions and virtual cards to their organizations custom expense categories. Once coded users can sync cleared transactions to NetSuite, streamlining the reconciliation process.
Nov 21, 2024
Expense Categories Redesign
This enhancement provides users with a more intuitive user experience, streamlining creating, viewing, and managing Expense Categories in Extend. Previously, only Owners, Admins, and Bookkeepers in organizations without an accounting ERP integration had the ability to view and manage their organizations Expense Categories. With this release, Owners, Admins, and Bookkeepers in organizations with or without an accounting ERP integration have the ability to view and manage their organizations Expense Categories. All users in the org can categorize their transactions based on the list of available labels in the expense category dropdowns.
Nov 13, 2024
Departments
Owners and Admins now have the ability to create departments for their organization! Each department will have a name, description, code, and members who can be added or removed by Owner and Admin users. To learn more about departments, click here!
Oct 29, 2024
Transaction Filtering by Merchant Category
Now you can filter transactions by merchant category—whether it's Airlines, Entertainment, Dining, and more—directly on the Extend mobile app.
Oct 29, 2024
Bulk Actions with Out-of-Pocket Expense Reports
Streamline your out-of-pocket expense management with new bulk actions! Now, users can easily delete multiple reports at once, while reviewers can bulk-select reports to mark as paid or quickly approve and decline expenses within a report. This update simplifies editing and reviewing, making it faster than ever to manage out-of-pocket expenses.
Oct 29, 2024
New Card Manager Role & Account Registration Updates
Our latest roles update brings greater flexibility in managing card access within your organization. The new Card Manager role allows the assigned user the ability to register their own card account(s), as well as receive edit access to other select accounts at the Owner’s discretion.
Edit access is defined as the ability to create, update, and deactivate virtual cards and budgets. With the card accounts they’ve registered themselves or been given access to, the Card Manager will be able to create and manage virtual cards and budgets, approve update requests, and deactivate virtual cards and budgets.
As part of this update, Member and Bookkeeper roles will no longer be able to register card accounts. This functionality is now restricted to only Owner, Admin and Card Manager roles.
Learn more about the new role updates here!
Bulk Bill Pay Virtual Card Creation
Previously, RCN holders and Budget Users could only create Bill Pay virtual cards to pay one invoice at a time. With this release, RCN Holders and Budget users can now use a CSV import to create up to 100 Bill Pay virtual cards to pay all of their invoices at once. This change is intended to streamline workflows by allowing users to save time when managing their organizational expenses.
Oct 3, 2024
Bill Pay with Approval Workflows
The Bill Pay workflow enables users to pay invoices directly through Extend. Bill Pay cards now integrate with Approval Workflow settings, ensuring Bill Pay cards follow the same approval process as Standard and Recurring cards within the organization.
Learn more about Bill Pay here!
Oct 3, 2024
Owner and Admin Org-wide Edit Access
Previously, Owners and Admins had view-only access to virtual cards and budgets across the organization, and they only had edit access to their own card accounts. (Edit access is defined as the ability to create, update, and deactivate virtual cards and budgets).
With this release, both Owners and Admins will now have organization-wide edit access. This means they will be able to create and manage virtual cards and budgets, approve update requests, and deactivate virtual cards and budgets across all card accounts within the organization. This change is designed to give Owners and Admins greater control over their organization’s spend and streamline administrative tasks. Learn more about Owner and Admin edit access here!
Oct 1, 2024
Updated Mobile Home Page for Members
The Home Page on mobile devices for all users with the Member role has been updated! Users will now have direct access to their two most recently added virtual cards at the top of the screen.
Oct 1, 2024
Bulk Close Virtual Cards
Users can now bulk select virtual cards and directly close these virtual cards in bulk! Note: users can only bulk close cards they have edit access on. Learn more about how to bulk deactivate or close multiple virtual cards at once here!