Navigating Extend

The navigation bar allows you to navigate around the Extend app. On the web app, the navigation will appear on the left side of the screen, and on mobile, the navigation is located at the bottom of the screen.

Web view of navigation bar

Mobile view of navigation bar

The navigation bar contains feature sections, and these sections may vary based on your role within your organization and/or whether you have a registered account or a budget.

For example, if you hold the Admin role, you will see the Budgets section in your navigation. But if you only hold a Member role and do not have a registered card account or budget, you would not see the Budgets section at all.

Accounts: View all of your registered card accounts here. If you are an Owner, Admin, or Bookkeeper, you will also have visibility over all accounts in your organization.

Budgets: View all of your sent and received budgets here. If you are an Owner, Admin, or Bookkeeper, you will also have visibility over all budgets in your organization. Note: In our mobile app, budgets are located within “Accounts” in the navigation bar.

Virtual Cards: View all the virtual cards you have received or sent here. If you are an Owner, Admin, or Bookkeeper, you will also have visibility over all virtual cards in your organization, located under the sub-tab “All Cards”.

Transactions: View all transactions related to your virtual cards and accounts. If you are an Owner, Admin, or Bookkeeper, you will also have visibility over all transactions on virtual cards in the organization.

Expenses: View all of your out-of-pocket expense reports. If you are an Owner, Admin, or Bookkeeper, you will also have visibility over all out-of-pocket expense reports in the organization. The out-of-pocket expense “approver” will also be able to view and manage all reports within the org.

People: View a list of all members in your organization and other associated contacts.

 

Create New + Menu

The blue “Create New +” button—located at the top right of the page on the web app and at the bottom of the screen on the mobile app—allows you to create virtual cards, budgets, expense reports, and request virtual cards. Hovering or clicking on the button will display the full menu.

 

 

Notification Center

The notification center contains a log of all your notifications. Notifications alert the user to card and budget activity, including creation, transactions, updates, deactivations, as well as, org invites and virtual card requests.

Note: You can update your notification settings under Profile Settings.

 

Profile and Organization Settings

The profile icon at the bottom of the navigation bar allows you to access your Profile and Organization Settings.

 

Under Profile Settings, you can:

 

Under Organization Settings, you can:

  • Update expense categories for your organization
  • Connect with integrations
  • Create business rules, e.g. receipt rules
  • View and update organization info