This article is an overview of how J.P. Morgan Next works and some of the features you will find in the platform. All users can access the Next platform from a web browser or the mobile app. Admins can easily view and manage all transactions in their organization and control settings of their account. Spenders can view and categorize their credit card transactions, and submit reimbursement requests. Learn more about some of Next’s software features in the sections below.

Budgets allow Next admins to control how spend occurs in their account. Customers can either monitor all spend within a single budget or create additional budgets to provide additional control over the various types of spending in their business. Budgets can be organized by team, department, project, event, or other expense purposes used by any organization. Each budget includes a limit that can be set to reset every month, quarter, or year. Admins can also add spenders and virtual cards that are tied to that specific budget.

From the Insights page, admins can view spend data within their account for a specific time period compared to a previous time period. These insights can be customized to view spend amounts for specific merchants, spenders, and custom fields.

Next has integrations with some of the most common accounting software options: Oracle NetSuite, QuickBooks Online, QuickBooks Desktop, and Sage Intacct. Through these integrations, admins can sync their transactions and custom field selections with objects in their accounting software, such as a chart of accounts, department, and location.

Next makes it easy to add, view, and manage all users within an account. From a user’s profile page, an admin can easily view account information and review transactions and reimbursements.

Any transaction made for business purposes can be included in the Next platform by using reimbursements. Spenders can request reimbursement for mileage and out-of-pocket expenses. Admins can deny or approve these requests through the Next platform.

Whether you are the administrator or a spender, you can view transactions relevant to you in real time in the Next platform. Spenders can complete recent transactions by completing required fields and uploading receipts from the app or a web browser. Admins can manage which transactions require approval depending on amount criteria and easily review those transactions from their phone or laptop.

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