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.

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

Setting up Per Diem

Admin: Setting up Per Diem

Written by ronella daylo
Updated over a week ago

Upload Categories through a CSV template.

Admin: How to create categories through a CSV template.

Written by ronella daylo
Updated over a week ago

Allow or Disable Creating Standard Report

Admin: Reports Modifiable Settings

Written by Enrica Luntad
Updated over a week ago

Admin Field Details

Admin: All possible fields that can be found in Admin page and their character limits.

Written by Enrica Luntad
Updated over a week ago

Users

Editing multiple users as Administrator.

Admin: How to edit multiple users.

Written by ronella daylo
Updated over a week ago

Adding your Users

Admin: adding Users

Written by ronella daylo
Updated over a week ago

Assign an Approver

Admin: Assigning approvers manually

Written by Enrica Luntad
Updated over a week ago

Export Files

Admin: Different export files with user details and linked accounts

Written by Enrica Luntad
Updated over a week ago

Assign Controllers

Admin: Assigning controllers manually

Written by Enrica Luntad
Updated over a week ago

Invitation mail

Activated users will receive an email to setup their password.

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

Written by ronella daylo
Updated over a week ago

Daily Commute Deduction

Admin: How to Deduct Commute from Mileage Expenses

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

Written by Enrica Luntad
Updated over a week ago

Change a Personal Card to a Company Card

Admin: change personal card to company card

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?

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?

Written by Vicky
Updated over a week ago

Assigning Role/s

Admin: Methods on how to assign Roles to users

Written by Enrica Luntad
Updated over a week ago

Groups

Setting up your Groups

Admin: manually setting up your groups

Written by ronella daylo
Updated over a week ago

Appointing group approvers

Written by Ruben Pelckmans
Updated over a week ago

Branches

Setting up your Branch(es)

Admin: How to set up your branch(es)

Written by ronella daylo
Updated over a week ago

Change the currency in a Branch

Admin: Change currency Branch

Written by ronella daylo
Updated over a week ago

Roles

Available Roles

Admin: Different types of Roles and it's access

Written by Enrica Luntad
Updated over a week ago

Enable/Disable a Role

Admin: Enabling or Disabling roles within Rydoo

Written by Enrica Luntad
Updated over a week ago

Profile Modifiable Settings for Personal Role

Admin: Restrict options in User Profile for Personal/Users.

Written by Enrica Luntad
Updated over a week ago

Expense Modifiable Settings for Personal Role

Admin: Restrict options in Expense for Personal/Users.

Written by Enrica Luntad
Updated over a week ago

Turn off Email Reminders

Admin: Still receiving email even after setting mail to Never

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

Written by Enrica Luntad
Updated over a week ago

Roles Permission: Controller

Admin: Controller Role Modifiable Settings

Written by Enrica Luntad
Updated over a week ago

Roles Permissions: Approver

Admin: Approver Role Modifiable Settings

Written by Enrica Luntad
Updated over a week ago

Payment Method

Payment method page

An clear overview of the different payment methods within your company

Written by Ruben Pelckmans
Updated this week

Company Profile

Company Profile

Admin: This is where you can customize the logo, choose printed report color and update the company's information.

Written by Enrica Luntad
Updated over a week ago

Creating your Company Account

Get started. Create your account. Download our app.

Written by Vicky
Updated over a week ago

Categories

Categories

Setup the correct GL accounts. Create your chart of accounts.

Written by Vicky
Updated over a week ago

Adding/Deleting Category

Admin: How to add/delete category

Written by ronella daylo
Updated over a week ago

Limit the category to certain groups

Admin: How to Limit the category to certain groups?

Written by ronella daylo
Updated over a week ago

Split expense per category

Written by Ruben Pelckmans
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?

Written by ronella daylo
Updated over a week ago

Check-in/check-out

Written by Ruben Pelckmans
Updated over a week ago

Projects

Projects

How to create an overview of costs per project. Working with projects.

Written by Vicky
Updated over a week ago

Project-level Approval

Written by Ruben Pelckmans
Updated over a week ago

Merge Project

Admin: Merge Project

Written by Enrica Luntad
Updated over a week ago

Custom Fields

Custom Fields Values through CSV template.

Admin: How to create custom field values through a CSV template.

Written by ronella daylo
Updated over a week ago

Custom fields

Add additional fields in expenses or trips. Create extra info fields in user details.

Written by Vicky
Updated over a week ago

Adding Custom Fields

Admin: How to add custom fields?

Written by ronella daylo
Updated over a week ago

Limit Custom Fields

Admin: How to limit custom fields?

Written by ronella daylo
Updated over a week ago

Expense Rules

Expense rules

An easy way to include your expense policy within Rydoo

Written by Ruben Pelckmans
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?

Written by ronella daylo
Updated over a week ago

Reject Reasons

Reject Reason

Admin: create reject reason

Written by ronella daylo
Updated over a week ago

Mileage

Adding Sub-rate to mileage.

Admin: How to add sub-rate to mileage?

Written by ronella daylo
Updated over a week ago

Setting up Mileage Rate

Admin: Setting up Mileage Rate

Written by ronella daylo
Updated over a week ago

Mileage

Change or add mileage rates. Create sub rates and rates per vehicle group or transportation mode. Apply HRMC rates.

Written by Vicky
Updated over a week ago

Add/Disable Vehicle Group

Admin: How to add/disable vehicle group?

Written by ronella daylo
Updated over a week ago

Changing Mileage Rates

Admin: How to change mileage rates?

Written by ronella daylo
Updated over a week ago

Un-link Vehicle Group from Mileage

Admin: How to unlink vehicle group from the mileage?

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?

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.

Written by Vicky
Updated over a week ago

Warning 'No Per Diems to be created'

Admin: Warning 'No Per diems to be created'

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

Written by Andrea
Updated over a week ago

Tax Rates

Admin: How to set-up Tax Rates?

Written by ronella daylo
Updated over a week ago

Assigning Category to a Tax Rate

Admin: Assign Category Tax Rate

Written by ronella daylo
Updated over a week ago

Advanced Settings

Activate Approval for cash advances

Activate Approval for cash advances

Written by ronella daylo
Updated over a week ago

Activate approval for trips

Admin: How to Activate approval for trips

Written by ronella daylo
Updated over a week ago

Approval options

How can the approval flow be set up? What are the approval options?

Written by Vicky
Updated over a week ago

Enable/disable the Reimbursable checkbox

Admin: enable/disable reimbursable checkbox

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

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

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?

Written by ronella daylo
Updated over a week ago

Allow Users to Create Reimburse Report

Admin: Allow users to create their own report

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?

Written by Vicky
Updated over a week ago

Personal Integration

Admin: Allow users to integrate Rydoo to other software

Written by Enrica Luntad
Updated over a week ago

Email Reimburse Report

Admin: Email a copy of Reimburse Report to user

Written by Enrica Luntad
Updated over a week ago

Allow users to change their personal details

Admin: Allow users to change their personal information

Written by Enrica Luntad
Updated over a week ago

Allow users to create new projects

Admin: Allow users to create new projects

Written by Enrica Luntad
Updated over a week ago

Limit Finance Role to Branch

Admin: Limiting finance role access to certain branches

Written by Enrica Luntad
Updated over a week ago

CSV Import Files

General guides for completing and uploading CSV files

Admin: CSV General Guide

Written by ronella daylo
Updated over a week ago

Adding users with CSV File

Admin: add users with CSV file

Written by ronella daylo
Updated over a week ago

Upload Project-level Approvers

Admin: Upload approvers via CSV file for User-level approval flow.

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.

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.

Written by Enrica Luntad
Updated over a week ago

Upload Projects

Admin: Uploading projects via CSV file

Written by Enrica Luntad
Updated over a week ago

Upload users via CSV

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

Written by ronella daylo
Updated over a week ago

Upload payment methods/cards

Admin: Assigning cards to multiple users

Written by Enrica Luntad
Updated this week

Creating Groups with CSV file

Admin: upload groups with CSV file

Written by ronella daylo
Updated over a week ago

Fill in the CSV file for Groups

Admin: CSV file groups

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.

Written by ronella daylo
Updated over a week ago

Upload custom field values through CSV

Written by Ruben Pelckmans
Updated over a week ago

Upload categories through CSV

Written by Ruben Pelckmans
Updated over a week ago

Upload data in rydoo via CSV

Written by Ruben Pelckmans
Updated over a week ago

Subscription

Download Subscription Invoice Copy

Admin: Downloading Invoice Copy

Written by Enrica Luntad
Updated over a week ago

Understanding our online subscriptions & billing

online subscriptions

Written by Bram Van Laar
Updated over a week ago

Change Subscription

Admin: Change Subscription Plan

Written by Enrica Luntad
Updated over a week ago