Airbase Basics for Admins

Here are some topics that will give Admins an overview of Airbase.

Fund Airbase 

• Add funds to the Airbase Wallet
• Enable Auto-load

Configure Admin Settings

• User Roles and Permissions
• Approval Policies
• Accounting Policy
• Approvals for Physical Card Transactions

Spend Owners and Departments

• Add new Airbase Users
• Add Departments
• Assign Users to 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

Reimbursements

• Overview of Reimbursements
• Create Reimbursement Policy
• Request Reimbursement

Bill Payments

• Overview of Bill Payments
• Create Bills
• Create Bills for International Vendor 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

Reports

• Summary Reports
• People Reports
• Department Reports