Purpose
This article outlines features available for administrators to get started in setting up and using NextView.
Audience
This article is directed toward administrators of a NextView program.
What is commercial card on NextView?
The program combines credit card and expense management in an all-in-one platform. NextView allows you to track and submit your expenses. The program provides default expense management policy.
Get started with NextView
The following list provides the basic tasks that you need to complete to get started with your program, as well as links to reference articles that provide additional information.
Set up your program
Learn about expense management, because your employees have access to upload expenses (receipts) and create expense reports.
Managing expenses admin guide (for program administrators): If you use expense management, review this guide for administration tasks.
Managing expenses user guide (for cardholders): If you use expense management, send this link to cardholders.
⚠️ Important information about expense management for all card programs!
⚠️ Important information about expense management for all card programs!
TravelBank sends your cardholders automated emails about expense management. These emails cannot be turned off, as they remind cardholders to review their transactions to ensure that they made the transactions and there are no fraudulent transactions on the account.
Transactions link to an expense report in TravelBank. You cannot turn off the expense report part of the system. If you are not using expense management, your employees do not need to create expense reports for their transactions.
If an employee does create an expense report, it is routed to the approver assigned to the cardholder in the Employee Directory.
Explore reporting. In NextView you can view lists of information, such as lists of cards and expenses.
Set up your expense management policy, including custom expense categories, departments, approval structure, and approval rules.
Set up your payment method. If you have not set up autopay, you may use telepay or another method for making a payment on your card program. To add and validate a payment account so you can make an online payment, from the left menu, select Manage > Payments > Add Payment Account. You can then use this payment account to make a payment.
Ask about custom files. If your organization needs a custom file feed or enterprise resource planning (ERP) integration, contact our customer service team by chat or email for pricing information.
Prepare your employees
Add and edit employees for your organization, including inviting them to NextView.
Send out employee onboarding emails.
Cardholders may need to Whitelist NextView emails.
Need help?
If you need help, contact the NextView support team:
From the website or mobile app: Open the left navigation menu and select Chat with us.
Publish date: January 10, 2025
Last update: August 4, 2026