Expend

Accepting an invite

What to do if you’ve forgotten your Expend account password or you’ve been locked out of your account

Resetting your password

Get to know the Expend web app and your Inbox

Your Expend Inbox & web app (Members)

Your Expend profile and personal details

Setting up external payment methods that you use for your expenses

Personal Payment Methods

How to add and edit the vehicles you have access to so you can make mileage claims in Expend

Managing your vehicles

Use your business Visa card or Mastercard to record expenses with Card Connect

Using your business card with Expend

Getting started for members. Learn about managing your expenses and using your Expend card

Expend for Members

How to create expense reports from your Expend card or connected card transactions using the new Inbox feature

Create an expense report from a card transaction

How to create an expense when you didn't pay with your Expend card or a connected card

Expense claims

How to create and edit mileage claims in Expend

Mileage claims

How to track your trips automatically using GPS

Automatic Mileage Tracking

Learn how to create expense claims, company expenses, bills/invoices and cash reports from scanned documents and email attachments

Creating expenses from existing documents

How you can email invoices and receipts for automatic processing

Submitting documents by email for scanning

How to split an expense into multiple line items

Split an expense

How to export records of your expenses and receipts

Exporting your expenses (Member)

How to report an expense paid for with cash withdrawn from your Expend card

Cash expenses

Raise an expense from a transaction done with your business Visa or Mastercard card

Raising expenses from business card transactions

Expense Management for Members

Activating your Expend card

Your Expend card PIN

How to use the Expend card and mobile app for your expenses

Using your Expend card and app

Using 3D-Secure for online payments

How to get your Expend virtual card number, security code, expiry date, and billing address

Virtual card details

How to manage how Expend cards can be used for payments

Card security

How to make sure that you can make payments on the internet with your Expend card, and what to do if all online transactions are failing

Online transactions with your Expend card

What to do if an Expend card gets lost (and what to do when it gets found as well)

Lost card

How to lock your card so that it cannot be used for making purchases

Lock your card

What to do when your card has mistakenly been locked

Unlock your card

What to do when you’re notified that your card has been locked

My card got locked!

Using your Expend card safely abroad

Why you should choose the “without conversion” option

Withdrawing money overseas

Why aren’t contactless payments working?

Known issues with card payments

Getting around problems paying for Uber trips with your Expend card

Paying for Uber with Expend

What to do if you're having trouble activating your Expend card

Troubleshooting card activation

Card Safety FAQs

How to set up your Expend card with Apple Pay

Apple Pay and Expend

How to set up Google Pay™ and Google Wallet™ to work with your Expend card

Google Pay™, Google Wallet™ and Expend

How to change your Expend Mastercard card’s PIN

Changing your Expend Mastercard PIN

Expend Card for Members

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Create your workspace and invite the people you work with.

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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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Expend for Members

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