Use this guide to setup and start using your NextView account.
General
Activate Your Card
If you've received a physical card, call the number on the back of the card to activate it. If you do not activate your card first, your transactions will be declined.
Activating Your Account
Start by checking your email inbox for an invitation to join. Typically the email will be sent to your work email address.
Figure 1. NextView activation email
Below the message indicating that your team has invited you, you'll find a blue "Activate Account" button. Clicking this will redirect you to complete your profile. Input your name, create a password, and add your phone number.
Expense management
View Card and Transaction History
Click My Cards in the left sidebar, here you can view the last 4 digits of the card, the card's spend limit, spend for the month, the card's status (active/inactive) as well as tags, such as corporate, physical, virtual.
Figure 2. My Cards page
Clicking on the card's row you can view additional card details, including the expiration date and billing address.
Figure 3. My Cards page, Card Details slide out
If you need to increase your card credit limit, contact your company program administrator.
View Transactions
Choosing "view transactions" will take you to the "Expenses & Transactions" page, which you can also get to by choosing this option in the left sidebar. On this page you can view a list of the card's recent transactions.
Note: Transactions will only appear in NextView once they have posted to the card's transaction history, pending transactions will not appear.
Declined Transactions
If a transaction is declined, call the number on the back of your card for assistance. The Customer Service representative can assist in some cases and in other cases will direct you to your company program administrator for assistance, such as for credit limit changes, unblocking of merchants or other issues.
Missing Transactions
Please allow 2-4 days for transactions to post. Only posted transactions will sync to NextView, check to ensure the transaction has posted, if it has, and it did not sync to NextView after the given timeframe, chat with NextView support, or send an email to: "support@nextviewplatform.com". If possible, please include details which may aid in locating any missing transactions, such as card holder name, date, dollar amount, and merchant name of the transaction.
Managing Expenses
If your organization uses NextView for expense management, see the Managing Expenses User Guide for steps on how to add receipts, select expense categories and to create and submit expense reports for approval.
Figure 4. Expenses & Transactions page
You can also view a list of your transactions by clicking My Cards on the left menu. Then click the Personal Transactions tab. This screen provides a list of transactions for all your cards.
You can select one or more cards from the View menu at the top left side of the screen to filter the list to display transactions for only the selected cards.
You can enter a date range to filter the transactions by date.
Figure 5. My Cards page
Add New Card
To add a personal card to your profile, navigate to My Cards on the left menu and click Add New Card. Then follow the screen prompts to add your card to the list. Contact your program administrator if you need a new corporate card. Only program administrators can create new corporate cards.
Figure 6. My Cards page, Add New Card button
Report Damaged, Lost, Stolen or Fraud
Damaged: If you need a new card because your existing card is damaged, please contact customer service via chat or by emailing support@nextviewplatform.com.
Lost/Stolen/Fraud: If a card has been lost, stolen or has fraudulent charges please contact 800.344.5696 to report the activity, verify transactions on the account and have a new card issued.
Continued Reading
Find additional links for a more in-depth look at expense management and travel features as they pertain to your company's selected options.
Expense Management
If your organization uses NextView for Expense Management, here is an additional resource that you can review.
⚠️ Important Information about Expense Management for All Card Programs!
Cardholders will receive automated emails from NextView about Expense Management. These emails cannot be turned off. The emails helpfully remind you to look at your transactions to ensure that you made all the transactions and that there are no fraudulent transactions on the account.
Transactions link to an expense report in NextView. You cannot turn off the expense report part of the system. If you are not using Expense Management, you do not need to create expense reports for your transactions.
If you do create an expense report, it will be routed to an approver if an approver for your user profile is listed in the Employee Directory.
Need help?
If you need help, contact the NextView support team:
Email support@nextviewplatform.com.
From the website or mobile app: Open the left navigation menu and select Chat with us.
Publish date: January 30, 2025
Last update: August 04 ,2026