Live Session - Caxton Business Expense Platform Training

WHAT TO EXPECT

All you need to know about Caxton Expense Management

In our upcoming session, we'll explore:

Expense Approval System: User and Administrative walkthrough - custom expense categories, codes, types, approvals, and rejections.
Any Card (New Product Feature): How to upload, submit, and approve external expenses.
Reporting: Best practices when reconciling your expenses at the end of each month.
Q/A Section: A chance to ask our Customer Success team anything about the platform and its features.

Our training sessions are designed with you in mind, and we're eager to tailor them to your needs. Should you wish for specific features of our platform to be highlighted, simply let us know by emailing b2bcorpsupport@caxton.io

How often are these sessions?

At Caxton, we are dedicated to ensuring our clients know how to leverage all the capabilities of our platform. To achieve this, we offer bi-monthly training sessions. These interactive and informative sessions are designed to keep you up to date on the latest additions, introduce upcoming features and explore how every business can benefit from the platform.

How do I join?

Simply take a moment to fill in your details in the form above. Once you've submitted your information, sit back and relax. Within minutes, you'll receive a Zoom link straight to your inbox.

What if my question isn't answered in the session?

Should you have any questions on our platform, simply reach out to your Account Manager or email us on b2bcorpsupport@caxton.io and a member of our team will be in touch shortly.

Expense Management Platform training

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All you need to know about Caxton Expense Management

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