Summit Spend Help Center
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Get started with Summit Spend
Learn how Summit Spend works and get your company set up.
Account settings & security
Invite people, assign roles, and manage entities and sign-in.
Connected cards
Connect your corporate cards, assign owners, and fix sync issues.
Transactions & coding
Code charges to GL accounts and dimensions, add memos, and follow up.
Receipts
Add receipts from the web, email or your phone, and fix matches.
Approvals & expense reports
Set up approval workflows, approve spend, and manage expense reports.
Accounting & exports
Connect Sage Intacct or QuickBooks Online, export, and close the month.
Construction & Procore
Connect Procore and review pay applications.
Billing & your plan
Manage your subscription, invoices and payment method.