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.