Topics

1. 

   Admin Setup Guides

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

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

   2. All Finance Systems Integration

   3. Creating Fields

   4. Field Dependencies

   5. Default automation rules

   6. Field Code Approvers

   7. Mapping Expense Categories

   8. Setting Mileage Rates

   9. Setting Tax Codes (rates)

   10. Connect Corporate Card

   11. Creating and managing spend rules

   12. Creating and managing recipients

   13. Managing people groups

   14. Authorize users to create cash expenses

   15. Map Connected Cards to Users

   16. End-to-End Test for Spend Management

   17. Team Training for Spend Management

   18. Getting started...

   19. How to request a password re-set

   20. Company Settings Overview

2. 

   Travel - Book & Manage

   Setup your travel profile, book and manage trips

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

   2. Where to find ticket/fare conditions online

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

   4. Update a User Profile (as an Admin)

   5. Individual payment card(s) for travel

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

   7. How to Book a Flight

   8. How to Book a Hotel

   9. How to Book a Car Rental

   10. How to Book a Train

   11. How to place a hold on a trip

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

   13. NDC Fares

   14. How to book Ground Transport

   15. How to Book Travel (Arrange) for Others

   16. How to Share a Trip

   17. How to Modify or Cancel a Trip

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

   19. How to Change Fare/Class (Airfare)

   20. Locate a Draft or Booked Trip (User)

   21. View All Company Trips (Admin or Arranger)

   22. Access Travel Invoices (receipts)

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

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

   25. Travel Policy and Pre-Trip Approval

   26. How to Approve Travel (as a Supervisor)

3. 

   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

4. 

   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?

5. 

   Platform Information & Releases

   The latest platform information and release notes

   1. System Updates

   2. Contact

   3. Release note April 2026

   4. Release note february 2026

6. 

   Administrators and Events Coordinators

   Learn how to create and manage events, guest lists, travel, payment, and expense settings for your guest T&E program.

   1. Setting up new users

   2. What Roles Can be Assigned to a User?

   3. Managing User Profiles

   4. Invite/Re-invite Users

   5. Delete vs. Deactivate User Profiles

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

   7. Adding guest to your event

   8. Creating health care professional (HCP) travelers

   9. Learn More About Events

   10. Create an Event

   11. Manage and monitor your event

   12. View your event RSVP link

   13. SMS Notifications

   14. Email Notifications

   15. Travel Policy for Events

   16. Connect your Card and issue individual virtual Cards

7. 

   Travelers

   How to book and manage travel, virtual Cards, expense...

   1. Confirm your attendance and need for travel (RSVP)

   2. Complete your profile as a health care professional (HCP)

   3. Update your profile

   4. Book your trip

   5. Contact travel support

   6. View your trip

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

   8. Adding your virtual Card to your mobile wallet

   9. View your virtual Card details

   10. View your virtual Card spending and budget