J.P. Morgan Next

Learn how to manage which transactions display on the Transactions page on a web browser or the mobile app.

Filter and export transaction data

Learn how to approve and deny transactions from a web browser or the Next mobile app.

Approve or deny transactions

Steps to require receipts on transactions in J.P. Morgan Next, how to toggle the requirement on virtual cards, and allowing missing receipts.

Require receipts on transactions in J.P. Morgan Next

How to create custom fields to track spending in Next.

Create custom fields for transactions

Learn how to update custom fields or delete custom fields in Next from a web browser.

How do I edit or delete custom fields for transactions in J.P. Morgan Next?

Learn how to manage transaction defaults for a custom field in your J.P. Morgan Next account.

Manage transaction defaults for an account

Learn how to send a reminder message to users with incomplete transactions in your Next account.

Send a reminder message to users with incomplete transactions

Create automated budget rules for transactions

Learn how to clone merchant rules in Next.

Clone merchant rule

Learn how to set up spend approvals for transactions in your Next account.

Manage transaction review settings

Learn how to create and prioritize rules that automatically apply custom field selections.

Create automated merchant rules for transactions

Learn how to create and delete custom field options in your Next account.

Create or delete custom field options

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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