Product Training Videos
Training On-Demand
Explore our library of recordings hosted by our product experts. These videos are designed to help you get the most out of the platform.
Centered around a theme, each topic shares best practices and can range from just a few minutes to a longer in-depth demo.
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Categories
- NextView™
- Quick Tips for Program Administrators
- Card Management
- Expense
- Travel
- Quick Tips
- Account Settings & Configurations
- Reporting and Insights
- NextView Mobile App
- TravelBank Mobile App
NextView™
NextView Mobile App Overview
Best For: Admins and Employees
Learn how to use the mobile app to login in for the first time and create your profile. For employees, we'll navigate the mobile app and walk through the steps to create expenses and submit a report. For admins, learn how to view reports, add comments, and approve or reject pending submissions. (13 minutes)
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Program Administrator Introduction
Best For: Program Administrators
Get a quick oveview of NextView and how to navigate the most common tasks you will complete as a Program Administrator for your card program. (13 minutes)
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NextView Overview
Best For: Program Administrators
Admins gain a broad understanding of NextView, including how to access and navigate the platform. Learn how to set up employees, issue and manage cards, view transactions and statements, and make payments. A quick overview of integration options, reporting, expense reports and travel policies are covered. (58 minutes)
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Getting Started with NextView
Best For: Program Administrators
Learn how to log into the platform, configure your card program and order cards. (7 minutes)
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NextView Canada Program Administrator Overview (French Canadian)
Best For: Program Administrators
Admins gain a broad understanding of NextView, including how to access and navigate the platform. Learn how to set up employees, issue and manage cards, view transactions and statements, and make payments. A quick overview of integration options, reporting, expense reports and travel policies are covered. (58 minutes)
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NextView Onboarding for Expense Functionalities
Best For: Programs Administrators
This demo dives into our Expense module. Learn about user and role management, including delegates and departments, creating policies and approvals, and managing departments, expense categories, and custom fields. (44 minutes)
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Travel Onboarding
Best For: Program Administrators
Our onboarding expert guides you through setting up the Travel side of the platform for your company. We walk through booking travel and dive into policies and approvals, user and role management, rewards, custom fields, and the travel questionnaire. (40 minutes)
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Set Up a Payment Account with Plaid
Best For: Program Administrators
Admins can sync payment accounts quickly using Plaid. Learn what to expect to verify the account and test deposits. (2 minutes)
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Make a Card Payment
Best For: Program Administrators
Learn how to add a payment account and the steps to make a card payment. (1 minute)
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Create a New Card
Best For: Admins of Commercial Rewards Card
Issue a corporate card to your employee to use for their expenses and set controls for spend limits and merchant categories. (7 minutes)
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Create a New Card (Short Version)
Best For: Program Administrators
In this short video, learn how to create a card and set the card limit and MCC controls. Save these settings as a preset to apply to future cards. (3 minutes)
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Create a Vendor/Department Card
Best For: Admins of Commercial Rewards Card
Learn how to create a virtual vendor credit card (sometimes referred to as a department card) for your company, including setting limits and MCC codes. (5 minutes)
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Create a Vendor/Department Card (Short Version)
Best For: Program Administrators
Create a vendor card. This is a virtual card that can be used for online purchases or added to a user's mobile wallet for in-person use. It can be used by multiple people or department. (3 minutes)
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Modify a Card
Best For: Admins of Commercial Rewards Card
Modify an existing card and learn how to lock, close, or change the MCC controls or card limits. (5 minutes)
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Create a Travel Policy
Best For: Admins
NextView allows you to create travel policies for your organization. Learn how to build, modify, and assign employees to a policy. (6 minutes)
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How to use the mobile app
Best For: Admins and Employees
Get started with the mobile app, designed for both NextView and TravelBank platform users. Learn how to activate your account, create your profile, and manage expenses on the go. (12 minutes)
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Understanding the Delegate role
Best For: Program Administrators
Delegates are users who can complete a task on behalf of another user. Learn more delegate relationships and how to set them up in the platform. (5 minutes)
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NextView Core Insights & Reporting
Best For: Program Administrators & Finance
In this session we dive into the NextView platform for reporting. Learn about exporting data for transactions, expenses, and employees, and how to navigate Core Insights across Commercial Rewards Card reporting, travel, and expense. (48 minutes)
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How to Resend Employee Invites After Import
Best For: Admins
Learn how to resend invites to employees who have not activated their account after the initial invite. (2 minutes)
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Notification Center, Support, and Resources
Best For: All Roles
Understand support resources available to you and leverage our in-app chat feature.
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Creating a Card for Someone Not in the Employee Directory
Best For: Admins of Commercial Rewards Card
Add a new employee to the company directory and issue a physical or virtual corporate card to them. (11 minutes)
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How to View and Make Card Payments
Best For: Admins of Commercial Rewards Card
Gain quick visibility into payments due and easily make a payment or schedule them up to 30 days in advance. (3 min)
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Quick Tips for Program Administrators
Card management in under 5 min
Set Up a Payment Account with Plaid
Best For: Program Administrators
Admins can sync payment accounts quickly using Plaid. Learn what to expect to verify the account and test deposits. (2 minutes)
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Make a Card Payment
Best For: Program Administrators
Learn how to add a payment account and the steps to make a card payment. (1 minute)
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Create a New Card (Short Version)
Best For: Program Administrators
In this short video, learn how to create a card and set the card limit and MCC controls. Save these settings as a preset to apply to future cards. (3 minutes)
Watch Recording >>
Create a Vendor/Department Card (Short Version)
Best For: Program Administrators
Create a vendor card. This is a virtual card that can be used for online purchases or added to a user's mobile wallet for in-person use. It can be used by multiple people or department. (3 minutes)
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Card Management
Getting Started with NextView
Best For: Program Administrators
Learn how to log into the platform, configure your card program and order cards. (7 minutes)
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Create a New Card
Best For: Admins of Commercial Rewards Card
Issue a corporate card to your employee to use for their expenses and set controls for spend limits and merchant categories. (7 minutes)
Watch Recording >>
Create a Vendor/Department Card
Best For: Admins of Commercial Rewards Card
Learn how to create a virtual vendor credit card (sometimes referred to as a department card) for your company, including setting limits and MCC codes. (5 minutes)
Watch Recording >>
Modify a Card
Best For: Admins of Commercial Rewards Card
Modify an existing card and learn how to lock, close, or change the MCC controls or card limits. (5 minutes)
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Card Management in TravelBank, Part 1
Best For: Expense Users and Finance
In Part 1 of this two-part series, we discuss how to get started with getting your credit card data into TravelBank and best practices.
(28 minutes)
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Card Management in TravelBank, Part 2
Best For: Admins and Finance
In Part 2 of credit card management, we cover how to use reporting and dashboards directly in TravelBank for faster reconciliation and insights.
(26 minutes)
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Creating a Card for Someone Not in the Employee Directory
Best For: Admins of Commercial Rewards Card
Add a new employee to the company directory and issue a physical or virtual corporate card to them. (11 minutes)
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How to View and Make Card Payments
Best For: Admins of Commercial Rewards Card
Gain quick visibility into payments due and easily make a payment or schedule them up to 30 days in advance. (3 min)
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Expense
Expense Onboarding
Best For: Admins and Finance
Our onboarding expert guides you through setting up the Expense side of TravelBank for your company. We walk through user and role management, policies and approvals, categories, reimbursement accounts, and corporate card connections. (45 minutes)
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Expense Policy
Best For: Admins and Finance
TravelBank expense policies are used to ensure company money is being spent wisely. Learn from an expert on the ways to build out your expense policy.
(41 minutes)
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Submitting Expense Reports
Best For: Expense Users and Admins
Whether it’s your 1st or 100th time submitting an expense report, it's important to make sure it’s done correctly and in a timely manner. Learn more about how to submit your expense report within TravelBank and some tips on how to do it more efficiently! (47 minutes)
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How to use the mobile app
Best For: Admins and Employees
Get started with the mobile app, designed for both NextView and TravelBank platform users. Learn how to activate your account, create your profile, and manage expenses on the go. (12 minutes)
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Transaction Report for Reconcilation
Best For: Admins and Finance
The Transaction Report in TravelBank helps admins perform reconciliation and keep an eye on transactions throughout the accounting period. This training video shows you how to customize the report and an understanding of the data to select from. (7 minutes)
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Custom Fields for Expense
Best For: Admins and Finance
Custom fields are great for collecting additional information about an employee's expense report. This training session focuses on creating and managing custom fields. (4 minutes)
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Change Management: Expense
Best For: Expense Admins & Finance
Learn best practices for change management when rolling out TravelBank's Expense platform to your employees including key communication points and how to prep various roles.
(21 minutes)
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Travel
Travel Onboarding
Best For: Program Administrators
Our onboarding expert guides you through setting up the Travel side of the platform for your company. We walk through booking travel and dive into policies and approvals, user and role management, rewards, custom fields, and the travel questionnaire. (40 minutes)
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Travel Policy
Best For: Travel Admins
Travel policies are important when it comes to day of care and cost savings for your company. Learn more about how to build out your travel policy in TravelBank. (21 minutes)
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Booking Travel
Best For: Travelers, Delegates and Travel Admins
TravelBank is here to streamline all flights, hotels and cars for your employees, letting them book in one platform. Learn more about our inventory, what is needed at check in, and tips on how to book using TravelBank. (36 minutes)
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Change Management: Travel
Best For: Travel Admins and Finance
Learn best practices for change management when rolling out TravelBank's Travel platform to your employees. In this session, learn about the importance of change management as you transition to TravelBank, benefits for your travelers, and key communication points to your team. (23 minutes)
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Custom Fields for Travel
Best For: Admins and Finance
Custom fields are great for collecting additional information about why employees are traveling. This training session focuses on how to configure custom fields. (2 minutes)
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Candidate Travel
Best For: Travel Admins
Have employment candidates who need to travel for an on-site interview? This session covers features available to admins and demos how candidates can be set up to book their own travel within policy, booking for candidates under the delegate role, and how candidates can receive itineraries booked on their behalf. (24 minutes)
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Hotel Negotiated Rates
Best For: Admins and Finance
Do you travel to the same hotel or area often? Do you know how local negotiated hotel rates can benefit you? Come learn about how TravelBank clients utilize their own negotiated hotel rates for savings.
(24 minutes)
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Quick Tips
Topics reviewed in under 5 min
Account Settings & Configurations
My Account Settings
Best For: All Roles
This training video shows you how to set up your TravelBank profile and prepare for booking travel. This includes setting up your traveler information, loyalty program numbers, payment methods, and reimbursement info if your company uses this feature. (3 min)
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Roles & Permissions
Best For: Admins and Finance
Master setting roles and permissions in TravelBank. Learn about the permissions associated with each role and their benefits to optimize your team's efficiency and reduce risk. We'll also cover the value of the delegate role and how to change the status of employees. (16 minutes)
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How to Resend Employee Invites After Import
Best For: Admins
Learn how to resend invites to employees who have not activated their account after the initial invite. (2 minutes)
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Reporting and Insights
Reporting Overview
Best For: Admins and Finance
In this session we discuss all things reporting. Learn about exporting data for transactions, expenses, and employees, and how to navigate Core Insights across travel and expense. For Commercial Rewards Card users, this session reviews card reporting as well. (49 minutes)
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Transaction Report for Reconcilation
Best For: Admins and Finance
The Transaction Report in TravelBank helps admins perform reconciliation and keep an eye on transactions throughout the accounting period. This training video shows you how to customize the report and an understanding of the data to select from. (7 minutes)
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TravelBank Core Insights Reporting
Best For: Admins and Finance
Our product experts provide a deep dive into our Core Insights module, which aggregates your company data into the most commonly requested travel and expense reports. We review the value of each report, how to action on the data, and share demos. (53 minutes)
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Premium Insights
Best For: Admins and Finance
Our product experts share a deep dive into our Premium Insights product, which gives admins access to 50+ in-depth reports and unlocks thousands of data points to generate custom reports. Learn how to navigate pre-built reports, build and modify custom reports, and set custom alerts. (25 minutes)
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NextView Mobile App
NextView Mobile App Overview
Best For: Admins and Employees
Learn how to use the mobile app to login in for the first time and create your profile. For employees, we'll navigate the mobile app and walk through the steps to create expenses and submit a report. For admins, learn how to view reports, add comments, and approve or reject pending submissions. (13 minutes)
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Log in and Activate Your NextView Account
Best For: Admins and Employees
Learn how to use the NextView mobile app to log in for the first time, update your profile and set your password. (1 min)
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Complete Your User Profile
Best For: Admins and Employees
Use the mobile app to edit your user profile and set the details of your traveler profile. This includes adding loyalty programs and payment methods. *Note: Booking travel will not be available until late 2026. (2 min)
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Navigate the Mobile App
Best For: Admins and Employees
Get a high-level overview of the different sections of the mobile app, including how to view card details and contact support. (3 min)
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Submit an Expense Report
Best For: Admins and Employees
Learn how to view your expense and transaction feed, add expenses and mileage, and how to get them ready for submission by adding receipts and essential details. (5 min)
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Approve Expense Report
Best For: Admins
Approvers will see expense reports requiring action in the mobile app. Learn how to review them, add comments, and track activity. (2 min)
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TravelBank Mobile App
Log In and Activate Your TravelBank Account
Best For: Admins and Employees
Learn how to use the TravelBank mobile app to log in for the first time, update your profile and set your password. (1 min)
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Complete Your TravelBank User Profile
Best For: Admins and Employees
Use the TravelBank mobile app to edit your user profile and set the details of your traveler profile. This includes adding loyalty programs and payment methods. (2 min)
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Navigate the Mobile App
Best For: Admins and Employees
Get a high-level overview of the different sections of the mobile app, including dashboards for admin and employee roles and how to contact support. (3 min)
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Submit an Expense Report
Best For: Admins and Employees
Learn how to view your expense and transaction feed, add expenses and mileage, and how to get them ready for submission by adding receipts and essential details. (5 min)
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Approve Expense Reports
Best For: Admins
Approvers will see expense reports requiring action in the mobile app. Learn how to review them, add comments, and track activity. (2 min)
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Sign up for a webinar
Join our product experts for a live webinar! Topics covering the modules for expense management, travel management, and reporting are great for all admins regardless of which platform you are using.
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