Product updates

Going forward, all users will be given the option to enter and verify their phone number on the sign up screen. A one time code will be sent to the user's phone number, and once verified, their phone number will appear on profile settings. Each phone number associated with an account must be unique, meaning that multiple accounts cannot share the same phone number going forward.

This enhancement provides users with a more intuitive user experience, streamling 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.

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. A user's department will be detailed within Departments in the Organization Settings, on the org members list on the People page, and on each User Detail flyout.

To learn more about departments, click here!

With our latest update, managing your expenses just got easier! Now you can filter transactions by merchant category—whether it's Airlines, Entertainment, Dining, and more—directly on the Extend mobile app. Quickly see where you’re spending most and stay on top of what matters to you. 

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.

Users can delete reports in bulk:

Reviewers can bulk approve or reject reports:

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.

To learn more about the new role updates, click here!

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.

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!

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!