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Expense Management

Accounting

  • Creating Expense Category Labels in Bulk
  • Creating expense category rules
  • Managing expense category rules
  • Coding transactions with expense category rules
  • Automated expense reports for reconciliation
  • Create and manage expense categories
See all 7 articles

Approval Workflows

  • Card Approver in card approval workflows
  • Enable virtual card approval workflow
  • Review requests in the card approval workflow

Receipt Rules

  • Create and update receipt rules
  • Send receipt reminders

Reimbursements

  • Assign an out-of-pocket expense report approver
  • Approve an out-of-pocket expense report

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