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.
On the left side of the dashboard, you’ll see the following 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.
Under the Manage section, you can:
pull Reports (for managers)
view pending Requests (for managers), and
submit Purchase Orders (for staff members and managers).
Request a virtual card
The following screenshot shows you what a new Virtual Card request looks like in Airbase:
Submit an expense reimbursement
The following screenshot shows you what a Reimbursements request looks like in Airbase:
View reports
View pending requests
The following screenshot shows you how to view pending requests for Virtual Cards, Purchase Orders, Ownership Transfers, and Reimbursements.
Submit a purchase order
The following screenshot shows you 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.
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