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 +3
92 articles in this collection
Written by Vicky, Bram Van Laar, Ruben Pelckmans and 3 others
Users

Editing multiple users as Administrator.

Admin: How to edit multiple users.
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Adding your Users

Admin: adding Users
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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
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Written by ronella daylo
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

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

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
Advanced Settings

Activate Approval for cash advances

Activate Approval for cash advances
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Written by ronella daylo
Updated over a week ago

Activate approval for trips

Admin: How to Activate approval for trips
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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
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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
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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 image or attachment to the expense

Admin: How to add an image or attachment to the expense?
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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

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

Allow users to create new projects

Admin: Allow users to create new projects
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Limit Finance Role to Branch

Admin: Limiting finance role access to certain branches
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
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Written by ronella daylo
Updated over a week ago

Adding users with CSV File

Admin: add users with CSV file
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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 over a week ago

Upload users via CSV

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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

Upload payment methods/cards

Admin: Assigning cards to multiple users
Enrica Luntad avatar
Written by Enrica Luntad
Updated this week

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
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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.
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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 over a week ago