Audience
These videos are intended for program administrators or finance approvers.
Program Administrator onboarding
This training video shows how to log in to the NextView platform, finish configuring your program, and manage your program. (7:52)
Program Administrator onboarding (French)
This training video shows how to log in to the NextView platform, finish configuring your program, and manage your program. (9:48)
Adding a new employee and creating a card
This training video shows how to add a new employee into the employee directory and create a new card for them in the platform. (8:42)
Create a new card
This training video shows how to create a new card for an employee or vendor. (4:31)
Create a vendor card
This training video shows how to create a vendor card in the platform. (1:37)
Create an expense policy
Video to be added
Establishing roles and permissions
This training video shows how to set and manage roles and permissions. (15 minutes)
How to use dashboards and reporting
Video to be added
Viewing Statements
This training video shows how to view and manage statements. (1:45)
Transaction Export
This training video shows how to do a transaction export of your corporate card transactions, often used to compare to your statement. (5:29)
Program admin overview (English)
This training video is a recording of our webinar that shows the basic functionalities of NextView, including employee and corporate card setup and maintenance and more. (1 hr)
Program admin overview (French)
This training video is a French language recording of our webinar that shows the basic functionalities of NextView, including employee and corporate card setup and maintenance and more. (1 hr)
Creating expense categories
This training video shows how to create and manage expense categories within NextView. (1:16)
Support and resources
This training video shows how to create and manage expense categories within NextView. (2:07)
