August 24, 2023 – Airbase

Guided Procurement

Guided Procurement Reports

Download a consolidated report on all Guided Procurement requests on the Requests > Purchase Requests page. The report will include pending, approved, denied, and archived requests.

Guided Procurement Asana integration

The Airbase-Asana integration will help you track, review, and approve purchase requests directly in Asana. The approval status is then automatically synced back to Airbase for everyone’s visibility.

Go to Settings > Connections to initiate the integration process. Connect Asana.gif

Accounting

Move pending review ledger entries to Sync Complete

Mark the entries listed in the Accounting > Ledger Entries > Pending Review page as Sync Complete and move them to Accounting > Ledger Entries > Sync Complete with the click of a button. This will help update pending entries seamlessly in Airbase that were manually entered into the ERP.
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'View in Airbase' button on NetSuite transactions

The View in Airbase button in every NetSuite transaction record gives you one-click access to the related ledger entry and the entire audit trail in Airbase.

Please enable SuiteApp to get access to this enhancement.

Expanded Intacct dimensions: Employee and Customer

Airbase now supports Employee and Customer Tag dimensions for Intacct customers. This is in addition to dimensions like Department, Class, Location, Project, and Item.

AP Automation

Enhancements to bill exports

The Unpaid Bills export now provides additional details, including the paid amount, the USD equivalent of the paid amount, and the USD equivalent of the balance amount for each outstanding bill in Airbase. The All Bills export will now include an extra column for payment approvals. Download these reports on the Bill Payments > Payments > Unpaid page.
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Cashback reporting

Use the Cashback Report to track the cash back earned from Virtual or Physical Card payments. Download this report on the Reports page.
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Approval Workflows

Assign pending requests to Approval Delegates.

Approvers can delegate approval to other Airbase users in their organization. This will help unblock the team’s spend if the Approver is unavailable or on vacation.
Go to the Account Settings page to assign an Approval Delegate.
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Manage Connections permission

The new Manage Connections user permission helps manage integrations with partner applications like TravelPerk, and Guided Procurement integrations like Jira, Ironclad, and Asana. This permission extends support to setting up Airbase Open API.

Corporate Cards

Enhanced Card Details export

Airbase Virtual Card Export includes new columns — categories, line tags, transaction tags, and approvers.
Airbase Physical Card Export now includes a Created by column, which specifies the user responsible for creating the card.
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Platform

Azure AD and Paycor HRIS integrations

Airbase now supports HRIS integration with Azure AD and Paycor for automated user management.

Enhanced login experience

Airbase’s new login experience is more secure and straightforward. When an Airbase user provides their email address, Airbase lists the login options available for your company.

Airbase Labs (Early-Access Program)

Airbase offers the following features as part of an exclusive Early-Access Program. If you are interested in these features, contact Airbase Labs to enable them in your Airbase account.