Expend

Video: Getting started with Expend

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Accepting an invite

Resetting your password

Your Expend Inbox & web app (Members)

Your Expend profile and personal details

Personal Payment Methods

Managing your vehicles

Using your business card with Expend

Expend for Members

Create an expense report from a card transaction

Expense claims

Mileage claims

Automatic Mileage Tracking

Creating expenses from existing documents

Submitting documents by email for scanning

Split an expense

Exporting your expenses (Member)

Cash expenses

Raising expenses from business card transactions

Expense Management for Members

Activating your Expend card

Your Expend card PIN

Using your Expend card and app

Using 3D-Secure for online payments

Virtual card details

Card security

Online transactions with your Expend card

Lost card

Lock your card

Unlock your card

My card got locked!

Using your Expend card safely abroad

Withdrawing money overseas

Why aren’t contactless payments working?

Known issues with card payments

Paying for Uber with Expend

Troubleshooting card activation

Card Safety FAQs

Apple Pay and Expend

Google Pay™, Google Wallet™ and Expend

Changing your Expend Mastercard PIN

Expend Card for Members

Adding users to your organisation

User Roles

Custom categories

Custom tax types

Tracking for expenses

Company Payment Methods

Mileage tracking setup

Team Management

Removing a member

Making changes in your team

Creating a new organisation

Setting up Document Scanner email submission for members

Document Scanner email templates

Email forwarding rules

Managing connected cards (Administrator)

Hiding transactions that don’t need to be expensed

Billing

Direct Debit setup with multiple signatories

Two-Factor Authentication (2FA)

Automated expense categorisation

Reimburse employees

Expend for Administrators

Approval Flows

Reviewing expenses

Reviewing expenses in the mobile app

Bulk Review

Exporting expenses (Administrator)

The Inbox: Explained

Expense Policies

Expense Management for Administrators

KYC verification for Expend Visa cards

Loading money to your account

Expend card types

Ordering an Expend card

Replacing an Expend card

Cancelling an Expend card

Card security for Administrators

Spending policies

Setting a spending policy

Funding Expend Classic cards

View a user’s card transactions

Exporting your transactions

Cash management for Administrators

Fees, limits and terms

Using Visa cards in restricted countries

Expend Card for Administrators

Set up your Expend integration with Xero

Xero users: Recording expenses

Reconciling a float account top-up

VAT rates

Reconciliation in Xero

Xero syncing and reconciliation

Xero Integration

Set up your integration with QuickBooks

QuickBooks Integration

Using Expend with Crunch

CSV export formats

Other Integrations

Expenses for Crunch

FAQ: Is my money safe?

Are Expend card purchases protected?

Expend Card FAQs

Repayments for unauthorised expenses

FAQs and Troubleshooting

Expense synchronisation status

Dealing with integration and synchronisation issues

Sync errors caused by invalid tax types

Synchronisation Issues

There is a problem with your Integration Settings

We've been disconnected from your accounting provider

This expense wasn't synced as it happened before your sync start date

Error Descriptions

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