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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88 articles in this collection
Written by Vicky, Bram Van Laar, Giljan Van De Moortel and 4 others
Written by Vicky, Bram Van Laar, Giljan Van De Moortel and 4 others
Admin Setup Guide
Creating your Company Account
Get started. Create your account. Download our app.
Written by Vicky
Updated today
Updated today
Onboarding material
Written by Giljan Van De Moortel
Updated today
Updated today
Checklist for the administrator
A handy list to manage and define the company settings
Written by Vicky
Updated today
Updated today
Setting up your Branch(es)
Admin: How to set up your branch(es) or legal entities
Written by Ronella D
Updated today
Updated today
Setting up your Groups
Admin: manually setting up your groups
Written by Ronella D
Updated today
Updated today
Adding your Users
Admin: adding Users
Written by Ronella D
Updated today
Updated today
Categories on Rydoo
Categories on Rydoo
Written by Vicky
Updated today
Updated today
Mileage
Change or add mileage rates. Create sub rates and rates per vehicle group or transportation mode. Apply HRMC rates.
Written by Vicky
Updated today
Updated today
Setting up Tax Rates
Admin: create and edit tax rates
Written by Enrica Luntad
Updated today
Updated today
Setting up Per Diem
Admin: Setting up Per Diem
Written by Ronella D
Updated today
Updated today
Projects
Admin: All details in Projects section
Written by Enrica Luntad
Updated today
Updated today
Expense rules
An easy way to include your expense policy within Rydoo
Written by Ruben Pelckmans
Updated today
Updated today
Roles
Admin: Different types of Roles and it's access
Written by Enrica Luntad
Updated today
Updated today
Custom fields
Add additional fields in expenses or trips. Create extra info fields in user details.
Written by Vicky
Updated today
Updated today
Users
Send activation e-mail notifications to all users you would like to activate
Admin: send mail notification when activating users
Written by Ronella D
Updated today
Updated today
Editing multiple users as Administrator
Admin: How to edit multiple users.
Written by Ronella D
Updated today
Updated today
Assign an Approver
Admin: Assigning approvers manually
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Assign Controllers
Admin: Assigning controllers manually
Written by Enrica Luntad
Updated over a week ago
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
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
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
Updated over a week ago
Roles
Enable/Disable a Role
Admin: Enabling or Disabling roles within Rydoo
Written by Enrica Luntad
Updated over a week ago
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
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
Updated over a week ago
Allow or Disable Creating Standard Report
Admin: Reports Modifiable Settings
Written by Enrica Luntad
Updated over a week ago
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
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
Updated over a week ago
Roles Permission: Controller
Admin: Controller Role Modifiable Settings
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Roles Permissions: Approver
Admin: Approver Role Modifiable Settings
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Payment Method
Payment method page
Admin: A clear overview of the different payment methods within your company
Written by Ruben Pelckmans
Updated over a week ago
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 today
Updated today
Change a Personal Card to a Company Card
Admin: change personal card to company card
Written by Enrica Luntad
Updated today
Updated today
Categories
The categories overview
The categories overview
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Create and edit categories one by one
Admin: Add, Edit, Deactivate and Reactivate Categories one by one
Written by Ronella D
Updated over a week ago
Updated over a week ago
Create multiple categories - Bulk Import
Admin: Creating multiple categories.
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Easily update your categories - export/import
Admin: Export/Import categories
Written by Enrica Luntad
Updated this week
Updated this week
Add translations to your categories
Admin: Add translations to your categories
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Categories Settings
Admin: Details and settings that can be found within the Categories page
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Custom Fields
Adding Custom Fields
Admin: How to add custom fields?
Written by Ronella D
Updated over a week ago
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
Updated over a week ago
Limit Custom Fields
Admin: How to limit custom fields?
Written by Ronella D
Updated over a week ago
Updated over a week ago
Reject Reasons
Reject Reason
Admin: create reject reason
Written by Ronella D
Updated over a week ago
Updated over a week ago
Mileage
Setting up Mileage Rate
Admin: Setting up Mileage Rate
Written by Ronella D
Updated over a week ago
Updated over a week ago
Adding Sub-rate to mileage.
Admin: How to add sub-rate to mileage?
Written by Ronella D
Updated over a week ago
Updated over a week ago
Changing Mileage Rates
Admin: How to change mileage rates?
Written by Ronella D
Updated over a week ago
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 D
Updated over a week ago
Updated over a week ago
Add/Disable Vehicle Group
Admin: How to add/disable vehicle group?
Written by Ronella D
Updated over a week ago
Updated over a week ago
Un-link Vehicle Group from Mileage
Admin: How to unlink vehicle group from the mileage?
Written by Ronella D
Updated over a week ago
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
Updated over a week ago
Warning 'No Per Diems to be created'
Admin: Warning 'No Per diems to be created'
Written by Ronella D
Updated over a week ago
Updated over a week ago
Tax
Tax Rates
Admin: How to set-up Tax Rates?
Written by Ronella D
Updated over a week ago
Updated over a week ago
Tax Rates Overview
Admin: Tax rate terms and available actions
Written by Ronella D
Updated over a week ago
Updated over a week ago
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
Updated over a week ago
Advanced Settings
Activate Approval for cash advances
Activate Approval for cash advances
Written by Ronella D
Updated over a week ago
Updated over a week ago
Activate approval for trips
Admin: How to Activate approval for trips
Written by Ronella D
Updated over a week ago
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
Updated over a week ago
Enable/disable the Reimbursable checkbox
Admin: enable/disable reimbursable checkbox
Written by Ronella D
Updated over a week ago
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 D
Updated over a week ago
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 D
Updated over a week ago
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 D
Updated over a week ago
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
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
Updated over a week ago
Email Reimburse Report
Admin: Email a copy of Reimburse Report to user
Written by Enrica Luntad
Updated this week
Updated this week
Allow users to change their personal details
Admin: Allow users to change their personal information
Written by Enrica Luntad
Updated over a week ago
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
Updated over a week ago
CSV Import Files
Upload data in Rydoo via CSV
Written by Ruben Pelckmans
Updated today
Updated today
General guides for completing and uploading CSV files
Admin: CSV General Guide
Written by Ronella D
Updated over a week ago
Updated over a week ago
Change Text to Columns
Personal: Changing data type from text to columns
Written by Enrica Luntad
Updated today
Updated today
Change Columns back to Text
Personal: Changing data type from columns back to text
Written by Enrica Luntad
Updated today
Updated today
Adding users with CSV File
Admin: add users with CSV file
Written by Ronella D
Updated today
Updated today
Fill in the CSV template for Users
Admin: How to fill in the CSV template for Users
Written by Ronella D
Updated today
Updated today
Upload Project-level Approvers
Admin: Upload approvers via CSV file for User-level approval flow.
Written by Enrica Luntad
Updated over a week ago
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
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
Updated over a week ago
Upload payment methods/cards
Admin: Assigning cards to multiple users
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Creating Groups with CSV file
Admin: upload groups with CSV file
Written by Ronella D
Updated today
Updated today
Fill in the CSV file for Groups
Admin: CSV file groups
Written by Ronella D
Updated today
Updated today
Upload Projects
Admin: Uploading projects via CSV file
Written by Enrica Luntad
Updated this week
Updated this week
Creating Custom Fields through a CSV template.
Admin: How to create custom fields through a CSV template.
Written by Ronella D
Updated over a week ago
Updated over a week ago
Custom Fields Values through CSV template.
Admin: How to create custom field values through a CSV template.
Written by Ronella D
Updated today
Updated today
Subscription
Understanding our online subscriptions & billing
online subscriptions
Written by Bram Van Laar
Updated over a week ago
Updated over a week ago
Change Subscription
Admin: Change Subscription Plan
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Download Subscription Invoice Copy
Admin: Downloading Invoice Copy
Written by Enrica Luntad
Updated over a week ago
Updated over a week ago
Cancel Subscription or delete your Account
Admin: cancel subscription delete account
Written by Enrica Luntad
Updated today
Updated today
Reactivate your Account
Admin: Reactivate your account
Written by Enrica Luntad
Updated today
Updated today