Expense management
Learn how to manage your expenses with U.S. Bank One Card on NextView™
By Anna1 author32 articles
- Managing expenses user guideGet started with managing expenses using commercial card on NextView™
- Managing expenses admin guideLearn how to manage your employees and your expense policies
- Add a cardAdd a card in the My Cards section of the U.S. Bank NextView™ mobile app
- Manage pending transactionsLearn about real-time authorization (RTA) pending transactions
- View declined transactionsLearn how to view declined transactions
- Learn about card transactionsLearn how to take action on your commercial card on NextView™ transactions
- Attach multiple receipts to an expenseLearn how to attach multiple receipts to one expense
- Why is my card declined?Learn why you may get a “card declined” message when using your commercial card on NextView™ card
- Synced transactions: Complete, merge, and submitGet your synced card transactions ready for submitting by completing them with a receipt, or by merging them with an expense
- Manage your organization’s corporate cardsLearn how to create, reissue, modify, or close a corporate card
- Create an expenseLearn how to create an expense
- Create and manage an expense reportCreate and manage an expense report
For employees
Learn about expense management for employees
- Quick guide: Managing and merging your corporate card transactionsA quick guide on how to manage your synced card transactions
- Expenses and transactions: Forwarding email receiptsForward email receipts from your work or personal email address to U.S. Bank NextView™, and we'll convert them into expenses for you
- Expenses and transactions: Add, merge, and submitManage your expenses and corporate card transactions, assign them to an expense report, and submit them for approval
- Add comments to expense reportsLearn how to add comments to expense reports
- Expenses: MileageTrack mileage with expenses
- Mileage calculationCreate a mileage expense to get reimbursed for travel
- Create a “Refund to Company” expenseLearn how to input a refund or credit
- Switch to and from an account you are a delegate forLearn how to switch to accounts to which you have delegate access
- Expenses and transactions: Repeat expenseLearn how to create and edit repeat expenses
- Review your organization’s expense policyReview the U.S. Bank One Card on NextView™ default expense policy
- Submit an expense report walkthrough
For account admins
Learn about expense management for account admins
- Complete a transaction exportLearn how to export transactions to a .csv file
- Complete an expense exportLearn how to export expenses to a .csv file
- Expense policy: Mileage reimbursement rateSet a custom mileage reimbursement rate
- Create and manage expense custom fieldsSet up and manage expense custom fields in U.S. Bank NextView™
- Setting up spend alertsEmpower your default expense policy, or create custom expense policies, create category rules and limits
- Expense reports: Approving, editing and returningLearn how to make changes or send reports back to the employee who submitted them
- Manage your organization's expense policiesLearn about the default NextView expense policy and how to create custom expense policies on U.S. Bank NextView™
- Expense policy: Approval rulesLearn how to use approval rules to give special routing to spend, category, or both
- Use split summary view of expense reportsLearn how to use a split summary view of expense reports