Topics

1. 

   Events

   The Event feature centralizes all aspects of guest travel and expense management around your business events.

   1. Learn More About Events

   2. Create an Event

   3. SMS Notifications

   4. Email Notifications

2. 

   Virtual Cards

   Issue virtual Cards, drive efficiency and improve real-time visibility with budget integration and enhanced controls

   1. What are virtual Cards?

   2. Virtual Card Common Use Cases

   3. How do virtual Cards work? (End-to-end overview)

   4. Why use virtual Cards in my business?

   5. How to connect Corporate Cards and issue virtual Cards

   6. Viewing your virtual Card

   7. Adding your virtual Card to your mobile wallet (iOS and Android)

   8. Using your virtual Card to book travel with AmexGBT

   9. Understanding virtual Card Status

3. 

   Budgets

   Unlock Financial Fitness: Mastering the Importance of Budgets

   1. Understanding Budgets

   2. Creating a Budget

   3. Tagging Transactions and Tracking Budget Spend

   4. Budgets : For Admins and Supervisors

   5. Budget Reporting

4. 

   Admin Setup Guides

   Admin guides to get you up and running, quick and easy.

   1. Setting up new users

   2. What Roles Can be Assigned to a User?

   3. Travel Host Role - Allowing users to create guests

   4. Managing User Profiles

   5. Invite/Re-invite Users

   6. Delete vs. Deactivate User Profiles

   7. Travel Setup Basics: Load Users & Update Traveler Profiles

   8. About Amex GBT Travel

   9. Managing Travel Policy

   10. Purchase, Justify, Approve : 3 steps to managing employee spend

   11. Getting started...

   12. All Finance Systems Integration

   13. Creating Fields

   14. Field Dependencies

   15. Default automation rules

   16. Field Code Approvers

   17. Mapping Expense Categories

   18. Setting Mileage Rates

   19. Setting Tax Codes (rates)

   20. Connect Corporate Card

   21. Creating and managing spend rules

   22. Creating and managing recipients

   23. Managing people groups

   24. Authorize users to create cash expenses

   25. Map Connected Cards to Users

   26. End-to-End Test for Spend Management

   27. Team Training for Spend Management

   28. How to request a password re-set

   29. Company Settings Overview

   30. How to log as another user (as an Admin)

5. 

   Mobile Apps

   Mobilize Spend Management and Travel On-the-Go

   1. Download and setup the Amex GBT Mobile App (for Travel only)

6. 

   Travel - Book & Manage

   Setup your travel profile, book and manage trips

   1. Amex GBT Travel Counsellor (Phone/Mobile/Chat Support)

   2. WhatsApp Support for Travel (US only)

   3. Where to find ticket/fare conditions online

   4. How to manage travel extras ( baggage / seating upgrades )

   5. Update Your Personal Profile

   6. Update a User Profile (as an Admin)

   7. Individual payment card(s) for travel

   8. Shared (centralized) payment card(s) for travel

   9. How to Book a Flight

   10. How to Book a Hotel

   11. How to Book a Car Rental

   12. How to Book a Train

   13. How to place a hold on a trip

   14. How to Add a Hotel or Car Rental to a Flight booking

   15. NDC Fares

   16. How to book Ground Transport

   17. How to Book Travel (Arrange) for Others

   18. How to Share a Trip

   19. How to Modify or Cancel a Trip

   20. How to Add a Hotel, Car or Train to a Trip

   21. How to Change Fare/Class (Airfare)

   22. Locate a Draft or Booked Trip (User)

   23. View All Company Trips (Admin or Arranger)

   24. Access Travel Invoices (receipts)

   25. US - Paying for Travel & Locating Invoices/Receipts

   26. UK - Paying for Travel & Locating Invoices/Receipts

   27. Travel Policy and Pre-Trip Approval

   28. How to Approve Travel (as a Supervisor)

7. 

   Reporting

   For Admins & Users: learn how to generate reports and access data for Travel and Spend management

   1. Spend Reporting Dashboard

   2. Predefined Spend Reports

   3. Spend Report Builder

   4. Travel Reports

   5. Tag/Purpose in travel booking and reporting

8. 

   Expense - Submit & Manage

   Submit Out-of-Pocket or Credit Card Transactions

   1. Spend Management for End Users

   2. Manager/ Supervisor Role - Spend Management

   3. Finance Role - Spend Management

   4. Working with Account Delegations

   5. How to Update a User's Personal Profile

   6. Submit company card transactions (from daily file feed)

   7. Manually create out of pocket or company card transactions

   8. How to approve an expense line (transaction)

   9. How to Claim Mileage

   10. Reconciliation: Running Extracts from Amex GBT's spend platform

   11. How to create and group transactions

   12. Where can I find extract files?

9. 

   Platform Information & Releases

   The latest platform information and release notes

   1. System Updates

   2. Contact

10. 

    AMEX GBT One Academy

    Your guide to success - let these resources help you achieve AMEX GBT One mastery!

    1. Welcome Templates (US)

    2. Welcome Templates (UK)

    3. What onboarding steps should I complete to start using Amex GBT's spend platform? (Webinar)

    4. Expense Setup - Spend rules

    5. Expense Setup - Before you start...

    6. Expense Setup - Financial Fields

    7. Expense Setup - Finance Field Controls

    8. Expense Setup - Automating Finance Field Coding

    9. Expense Setup - Expense Categories

    10. Expense Setup - Mileage

    11. Admin Quick Actions

    12. 3 steps to get ready to book travel (Webinar)

    13. Overview of Reports

    14. Report Builder

    15. Expense Reconciliation

    16. Become an Admin Expert (Webinar)

    17. How to log as another user (as a Delegate)

    18. Troubleshooting platform performance and display issues