Help Center / Get started with Summit Spend
Find your way around
What's in the left menu, and how to search.
The left menu shows only the pages your role can use, so yours may be shorter than this list.
The left menu
| Page | What it's for |
|---|---|
| Home | What needs your attention today, plus the setup checklist while your company is getting set up |
| Transactions | Every card charge you can see, to review, code and sync. The number beside it counts uncoded charges |
| Receipts | Upload receipts and match them to charges |
| Reimbursements | Out-of-pocket expenses |
| Approvals | Charges waiting on you. The number beside it is how many |
| Accounting | Export coded spend and close the month |
| Analytics | Spend trends and reports |
| People | Everyone in your company, their roles and their cards |
| Cards & banks | Your connected cards and bank connections |
| Settings | Your own account, plus company settings if you're an admin |
Transactions, Receipts and Reimbursements sit together under Expenses. People, Cards & banks and Settings sit under Company.
Search
Press ⌘K on a Mac, or Ctrl+K on Windows, to search transactions, vendors and memos, or to jump to a page. You can also click the search box at the top of the page.
Switch company
If you belong to more than one company or entity, use the organization switcher at the top of the left menu. See Work with more than one entity.