Topics

1. 

   Travelers

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

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

   2. Complete your guest profile

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

   4. Update your profile

   5. Book your trip

   6. Contact travel support

   7. View your trip

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

   9. Where to find ticket/fare conditions online

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

   11. Adding your virtual Card to your mobile wallet

   12. View your virtual Card details

   13. View your virtual Card spending and budget

   14. Justify a corporate card or virtual Card expense

   15. Create and submit an expense for reimbursement (out-of-pocket)

   16. Capture receipts with Amex GBT One mobile app

   17. Finance Role - Spend Management

   18. Working with Account Delegations

   19. How to Claim Mileage

   20. Where can I find extract files?

   21. How to Share a Trip

   22. How to Modify or Cancel a Trip

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

   24. How to Change Fare/Class (Airfare)

2. 

   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. How to Book Travel (Arrange) for Others

   17. Locate a Draft or Booked Trip (User)

   18. View All Company Trips (Admin or Arranger)

   19. Connect your Card and issue individual virtual Cards

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

   21. Expense made simple

   22. Creating Fields

   23. Field Dependencies

   24. Default automation rules

   25. Field Code Approvers

   26. Mapping Expense Categories

   27. Setting Mileage Rates

   28. Setting Tax Codes (rates)

   29. Creating and managing spend rules

   30. Creating and managing recipients

   31. Managing people groups

   32. End-to-End Test for Spend Management

   33. Connecting to Xero Accounting

   34. Connecting to Sage Accounting Online

   35. Connecting to Quickbooks

   36. All Finance Systems Integration

   37. Spend Reporting Dashboard

   38. Predefined Spend Reports

   39. Spend Report Builder

   40. Multi Company Reporting

   41. Travel Reports

   42. Tag/Purpose in travel booking and reporting

   43. Access Travel Invoices (receipts)

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

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

3. 

   Help & Information

   The latest platform information and release notes

   1. Travel support

   2. How to request a password re-set

   3. System Updates

   4. Release June 2026

   5. Release note April 2026

   6. Release note february 2026