J.P. Morgan Next

Learn how to categorize and complete a transaction from a web browser or the J.P. Morgan Next mobile app.

Categorize and complete transactions

Learn how to edit multiple transactions from a web browser or the Next mobile app.

Bulk edit transactions

How to split transactions in J.P. Morgan Next before syncing to your accounting system.

Split transactions

Learn how to manage transaction defaults in J.P. Morgan Next.

Manage individual transaction defaults in J.P. Morgan Next

Learn how to indicate that a receipt is missing or unavailable, if this option is available for your company.

Designate a receipt as missing or unavailable for a transaction

View an overview of adding receipts to transactions or removing receipts from transactions via your mobile app and the web app.

Upload and delete receipts

Learn how to lock and unlock transactions in Next, from a web browser or the mobile app.

Lock or unlock custom fields for a transaction

Learn how to enable weekly notification emails from J.P. Morgan Next.

Enable weekly reminder emails in J.P. Morgan Next

Learn how cardholders can update denied transactions so they re-enter the approval flow.

Update denied transactions

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