Here are some topics that will give Admins an overview of Airbase.
Fund AirbaseĀ
Configure Admin Settings
- User Roles and Permissions
- Approval Policies
- Accounting Policy
- Approvals for Physical Card Transactions
Spend Owners and Departments
Virtual Cards and Physical Cards
- Create Recurring and One-time Virtual Cards
- Request Recurring and One-time Virtual Cards
- Virtual Card details
- Find existing Card requests
- Pay with Virtual Cards
- Request Physical Cards
Expense Management
- Overview of Expense Reports
- Create Expense Reports Policy
- Create a New Expense Report (Web)
- Create a New Expense Report (Mobile)
- Access Employee Expense Reports
- Bulk Approve Expense Reports (Web and Mobile)
- Approve, Comment, and Archive Expense Reports (Mobile)
- Export Employee Expense Reports
Bill Payments
Accounting
- Overview of Transactions
- Virtual Card Rules
- Physical Card Rules
- Accounting Policies
- Sync Recurring Virtual Card Entries with the General Ledger
- Sync One-time Virtual Card Entries with the General Ledger
- Sync Physical Card entries with the General Ledger
- Sync Reimbursements with the General Ledger
- Sync ACH Transfers with the General Ledger