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Admin Guide

Admin Guide

Consists of articles that will help in Setting up your account. It provides information on what Company Administrator can do and change within Expense platform.

Vicky avatar Bram Van Laar avatar Ruben Pelckmans avatar +4
78 articles in this collection
Written by Vicky, Bram Van Laar, Ruben Pelckmans and 4 others

Payment method page

An clear overview of the different payment methods within your company
Kasper Supré avatar
Written by Kasper Supré
Updated over a week ago

How to create a rule based on the amount per night?

Admin: How to create a rule based on the amount per night?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Limit Custom Fields

Admin: How to limit custom fields?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Adding mileage rates with a different currency.

Admin: How to add mileage rates with a different currency?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Allow Users to Create Reimburse Report

Admin: Allow users to create their own report
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Allow or Disable Creating Standard Report

Admin: Reports Modifiable Settings
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Fill in the CSV template for Users

Admin: How to fill in the CSV template for Users
ronella daylo avatar
Written by ronella daylo
Updated over a week ago
Company Profile

Company Profile

Complete the company information. Add currencies needed for reporting.
Vicky avatar
Written by Vicky
Updated over a week ago

Creating your Company Account

Get started. Create your account. Download our app.
Vicky avatar
Written by Vicky
Updated over a week ago
Users

Adding your Users

Admin: adding Users
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Assign an Approver

Admin: Assigning approvers manually
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Export Files

Admin: Different export files with user details and linked accounts
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Assign Controllers

Admin: Assigning controllers manually
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Invitation mail

Activated users will receive an email to setup their password.
Vicky avatar
Written by Vicky
Updated over a week ago

Send activation e-mail notifications to all users you would like to activate

Admin: send mail notification when activating users
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Add Company Card Payment Method

Admin: Adding Company Card as a Payment Method for other user/s manually
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Daily Commute Deduction

Admin: How to Deduct Commute from Mileage Expenses
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Change a Personal Card to a Company Card

Admin: change personal card to company card
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

E-mail address already exists/created a wrong account?

Can't add one of your colleagues? You have created a separate account?
Vicky avatar
Written by Vicky
Updated over a week ago

Mail address already used

Not possible to add a colleague to the company account? Error message on the mail address when creating a new user?
Vicky avatar
Written by Vicky
Updated over a week ago

Assigning Role/s

Admin: Methods on how to assign Roles to users
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago
Groups

Setting up your Groups

Admin: manually setting up your groups
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

​Appointing group approvers

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago
Branches

Change the currency in a Branch

Admin: Change currency Branch
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Setting up your Branch(es)

Admin: How to set up your branch(es)
ronella daylo avatar
Written by ronella daylo
Updated over a week ago
Roles

Available Roles

Admin: Different types of Roles and it's access
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Enable/Disable a Role

Admin: Enabling or Disabling roles within Rydoo
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Profile Modifiable Settings for Personal Role

Admin: Restrict options in User Profile for Personal/Users.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Expense Modifiable Settings for Personal Role

Admin: Restrict options in Expense for Personal/Users.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Turn off Email Reminders

Admin: Still receiving email even after setting mail to Never
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Allow users to add and manage their own payment method

Admin: Allowing users to add and manage their own payment method
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago
Categories

Categories

Setup the correct GL accounts. Create your chart of accounts.
Vicky avatar
Written by Vicky
Updated over a week ago

Adding/Deleting Category

Admin: How to add/delete category
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Limit the category to certain groups

Admin: How to Limit the category to certain groups?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Split expense per category

Kasper Supré avatar
Written by Kasper Supré
Updated over a week ago

Check-in and check out date for hotel or lodging expense.

Admin: How to require the check-in and check out date for hotel or lodging expense?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Check-in/check-out

Kasper Supré avatar
Written by Kasper Supré
Updated over a week ago
Projects

Projects

How to create an overview of costs per project. Working with projects.
Vicky avatar
Written by Vicky
Updated over a week ago

Project-level Approval

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Merge Project

Admin: Merge Project
Enrica Luntad avatar
Written by Enrica Luntad
Updated this week
Custom Fields

Custom fields

Add additional fields in expenses or trips. Create extra info fields in user details.
Vicky avatar
Written by Vicky
Updated over a week ago

Adding Custom Fields

Admin: How to add custom fields?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago
Expense Rules

Expense rules

An easy way to include your expense policy within Rydoo
Kasper Supré avatar
Written by Kasper Supré
Updated over a week ago
Reject Reasons

Reject Reason

Admin: create reject reason
ronella daylo avatar
Written by ronella daylo
Updated over a week ago
Mileage

Mileage

Change or add mileage rates. Create sub rates and rates per vehicle group or transportation mode. Apply HRMC rates.
Vicky avatar
Written by Vicky
Updated over a week ago

Add/Disable Vehicle Group

Admin: How to add/disable vehicle group?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Changing Mileage Rates

Admin: How to change mileage rates?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Un-link Vehicle Group from Mileage

Admin: How to unlink vehicle group from the mileage?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago
Per Diem/Travel Allowance

Creating a Per Diems list (as administrator)

Daily allowances. Create your per diem lists. Working with per diems.
Vicky avatar
Written by Vicky
Updated over a week ago

Warning 'No Per Diems to be created'

Admin: Warning 'No Per diems to be created'
ronella daylo avatar
Written by ronella daylo
Updated over a week ago
Tax

Temporarily Tax Reduction due to COVID 19

What to keep in mind when managing your Tax Rates on Rydoo
Andrea avatar
Written by Andrea
Updated this week

Tax Rates

Admin: How to set-up Tax Rates?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Assigning Category to a Tax Rate

Admin: Assign Category Tax Rate
ronella daylo avatar
Written by ronella daylo
Updated over a week ago
Advanced Settings

Activate approval for trips

Admin: How to Activate approval for trips
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Approval options

How can the approval flow be set up? What are the approval options?
Vicky avatar
Written by Vicky
Updated over a week ago

Enable/disable the Reimbursable checkbox

Admin: enable/disable reimbursable checkbox
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Setting up default split expense functionality to always create separate expenses

Admin: split into separate expenses default settings
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Setting up the merchant field required in an expense.

Admin: How to set-up the merchant field required in an expense
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Add an attachment to the expense

Admin: How to add an attachment to the expense?
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Enabling the Travel Module

I am a Rydoo Expense user, how can I enable the Travel Module?
Vicky avatar
Written by Vicky
Updated over a week ago

Personal Integration

Admin: Allow users to integrate Rydoo to other software
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Email Reimburse Report

Admin: Email a copy of Reimburse Report to user
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Allow users to change their personal details

Admin: Allow users to change their personal information
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago
CSV Import Files

General guides for completing and uploading CSV files

Admin: CSV General Guide
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Adding users with CSV File

Admin: add users with CSV file
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Upload Project-level Approvers

Admin: Upload approvers via CSV file for User-level approval flow.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Upload Group-Level Approvers/Controllers

Admin: Upload approvers/controllers via CSV file for Group-level approval flow.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Upload User-Level Approvers/Controllers

Admin: Upload approvers/controllers via CSV file for User-level approval flow.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Upload Projects

Admin: Uploading projects via CSV file
Enrica Luntad avatar
Written by Enrica Luntad
Updated this week

Upload users via CSV

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Upload Card/s as Payment Method for multiple users

Admin: Assigning cards to multiple users
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Creating Groups with CSV file

Admin: upload groups with CSV file
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Fill in the CSV file for Groups

Admin: CSV file groups
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Creating Custom Fields through a CSV template.

Admin: How to create custom fields through a CSV template.
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Upload custom field values through CSV

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Upload categories through CSV

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Upload data in rydoo via CSV

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated this week
Subscription

Understanding our online subscriptions & billing

online subscriptions
Bram Van Laar avatar
Written by Bram Van Laar
Updated over a week ago