Navigate Airbase

Log in to Airbase via Okta. See How to access Airbase for details.

When you log in to Airbase, you’re taken directly to your dashboard. On your dashboard, you’ll see all of your pending actions and requests.

Example of the Airbase dashboard.

On the left side of the dashboard, you’ll see the following menu options:

Example of available Airbase menu options.

Under the Payments section, you can:

• request a Virtual Card (one-time or recurring), and

• request a Reimbursement.

Note: We won’t be issuing physical cards; we’ll only be issuing virtual cards.

Example of the Payment menu options, including Virtual Cards and Reimbursements.

Under the Manage section, you can:

• pull Reports (for managers)

• view pending Requests (for managers), and

• submit Purchase Orders (for staff members and managers).

Example of Manage menu options, including Reports, Requests, and Purchase Orders.

Request a virtual card

The following screenshot shows you what a new Virtual Card request looks like in Airbase:

Example of a virtual card request in Airbase.

Submit an expense reimbursement

The following screenshot shows you what a Reimbursements request looks like in Airbase:

Example of a reimbursement request in Airbase.

View reports

The following screenshot shows you how to view reports by Summary, Open POs, Department, People, Categories, as well as view All Transactions:

View pending requests

The following screenshot shows you how to view pending requests for Virtual Cards, Purchase Orders, Ownership Transfers, and Reimbursements.

Example of viewing pending virtual card requests in Airbase.

Submit a purchase order

The following screenshot shows you how to submit a Purchase Order in Airbase:

Example of how to submit a purchase order in Airbase.

Need assistance?

If you have any questions on how to navigate Airbase, please contact the Finance Team.