Manage account settings

As an admin in J.P. Morgan Next, you can manage multiple areas of your account from the Account Settings menu. In this article, you will find descriptions for each of the Account Settings sections and links to additional guides where you can learn more.

The Account Settings menu can be opened by selecting the Settings link in the Navigation menu.

From the Account Settings menu, you can view links to settings for the following features: bank accounts, company information, custom fields, notifications, payments, and reimbursements.

From the Bank Accounts page, you can add and manage bank accounts used for payments.

From the Custom Fields page, you can view and manage all the custom fields for your Next account. To search for a custom field, enter the field name in the Search field. To export a .csv file of all custom fields, select the Download icon.

From the Notifications page, you can have Next send an automated email to all users that will remind them to categorize incomplete transactions.

From the Payments page, you can view your billing cycle and payment due date.

From the Reimbursements page, you turn the Reimbursements feature on or off and manage reimbursement settings.

© 2026 JPMorgan Chase & Co.