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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NextView™

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 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 Overview

Best For: Program Administrators

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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 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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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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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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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, and custom fields. (35 minutes)

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Create Expense Policies

Best For: Program Administrators

This sessions reviews how to create an expense policy, modify it, and assign employees. (6 minutes)

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View Card Statements

Best For: Program Administrators & Finance

Learn how to view statements for both managing accounts and cardholder accounts. We also review a statement and the individual sections within it. (4 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)

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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 an Existing Employee

Best For: Program Administrators

Edit an existing employee to update details such as permissions or department, resend invites, or terminate their usage. (2 min)

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Export the Employee Directory

Best For: Program Administrators

Learn how to export the employee directory from NextView. (1 minute)

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Manage Departments

Best For: Program Administrators

Learn how to add new departments and edit existing ones. (1 minute)

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Manage Expense Categories

Best For: Program Administrators

Create new expense categories or edit existing ones. (1 minute)

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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)

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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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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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View Card Statements

Best For: Program Administrators & Finance

Learn how to view statements for both managing accounts and cardholder accounts. We also review a statement and the individual sections within it. (4 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 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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Run a Transaction Export

Best For: Program Administrators & Finance

Apply filters and report configurations to generate a transaction export. (4 minutes)

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Create Expense Policies

Best For: Program Administrators

This sessions reviews how to create an expense policy, modify it, and assign employees. (6 minutes)

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Run an Expense Export

Best For: Program Administrators & Finance

Learn how to use the Expense export in NextView. We review how to apply filters and configure the columns so your preferred data points appear. (6 minutes)

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Manage Expense Categories

Best For: Program Administrators

Create new expense categories or edit existing ones. (1 minute)

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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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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

Book Travel for Guests and Candidates

Best For: Admins

Book travel for another person by adding a new traveler profile. We'll cover the full process from searching travel, comparing options to the policy, adding the profile, and completing the booking. (4 min)

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Travel Onboarding

Best For: Program Administrators

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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

Understanding the Delegate role

How to Contact Travel and Product Support

My Account Settings

Understanding the Host and Delegate Relationship

How to Resend Employee Invites After Import

Notification Center, Support, and Resources

Custom Fields for Expense

Custom Fields for Travel

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

Run a Transaction Export

Best For: Program Administrators & Finance

Apply filters and report configurations to generate a transaction export. (4 minutes)

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Run an Expense Export

Best For: Program Administrators & Finance

Learn how to use the Expense export in NextView. We review how to apply filters and configure the columns so your preferred data points appear. (6 minutes)

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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

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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

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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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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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Book Travel on NextView Mobile

Best For: Employees

Learn how to edit your traveler profile on mobile and search for travel options, filter results, and complete a booking in NextView mobile. (6 min)

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Build Your Traveler Profile on NextView Mobile

Best For: Employees

Build your traveler profile on NextView mobile prior to booking. Add your information and loyalty programs, which will apply to your bookings. (1 minute)

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Book Flights on NextView Mobile

Best For: Employees

Navigate the NextView mobile app to search flights, apply preferences using filters, select seats, and complete a booking. (3 minutes)

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Book Hotels on NextView Mobile

Best For: Employees

Search hotels on NextView mobile and apply filters such as brand, ratings, or pricing. Browse room types and complete the booking. (2 minutes)

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Book Cars on NextView Mobile

Best For: Employees

Search car rentals on NextView mobile and apply filters such as merchant, vehicle type, or distance. View your policy and complete a booking. (1 minute)

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Upload a Receipt on NextView Mobile

Best For: Employees

Capture a receipt with the NextView mobile app, which automatically extracts details and matches with transactions. (2 minutes)

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Complete Your User Profile on NextView Mobile

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 NextView 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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TravelBank Mobile App

TravelBank Mobile App Overview

Best For: Admins and Employees

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Booking Travel on Mobile

Best For: Employees

Learn how to edit your traveler profile on mobile and search for travel options, filter results, and complete a booking. (8 min)

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Upload a Receipt on Mobile

Best For: Expense Users

Capture a receipt with the TravelBank mobile app, which automatically extracts details and matches with transactions. (2 minutes)

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Book Flights on Mobile

Best For: Employees

Learn how to search flights, apply preferences using filters, select seats, and complete a booking. (3 minutes)

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Book Hotels on Mobile

Best For: Employees

Search hotels and apply filters such as brand, ratings, or pricing. Browse room types and complete the booking. (2 minutes)

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Book Rental Cars on Mobile

Best For: Employees

Search car rentals and apply filters such as merchant, vehicle type, or distance. View your policy and complete a booking. (1 minute)

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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 TravelBank 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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Build Your Traveler Profile on Mobile

Best For: Employees

Build your traveler profile prior to booking. Add your information and loyalty programs, which will apply to your bookings.

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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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