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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 Giljan Van De Moortel avatar +4
86 articles in this collection
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.
Vicky avatar
Written by Vicky
Updated over a week ago

Onboarding material

Giljan Van De Moortel avatar
Written by Giljan Van De Moortel
Updated over a week ago

Checklist for the administrator

A handy list to manage and define the company settings
Vicky avatar
Written by Vicky
Updated over a week ago

Setting up your Branch(es)

Admin: How to set up your branch(es) or legal entities
Ronella D avatar
Written by Ronella D
Updated over a week ago

Setting up your Groups

Admin: manually setting up your groups
Ronella D avatar
Written by Ronella D
Updated over a week ago

Adding your Users

Admin: adding Users
Ronella D avatar
Written by Ronella D
Updated over a week ago

Categories on Rydoo

Categories on Rydoo
Vicky avatar
Written by Vicky
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.
Vicky avatar
Written by Vicky
Updated over a week ago

Setting up Tax Rates

Admin: create and edit tax rates
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Projects

Admin: All details in Projects section
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Expense rules

An easy way to include your expense policy within Rydoo
Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Roles

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

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
Users

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

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

Editing multiple users as Administrator

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

Assign an Approver

Admin: Assigning approvers manually
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 this week

Assigning Role/s

Admin: Methods on how to assign Roles to users
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

Daily Commute Deduction

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

​Appointing group approvers

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

Enable/Disable a Role

Admin: Enabling or Disabling roles within Rydoo
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

Profile Modifiable Settings for Personal Role

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

Allow or Disable Creating Standard Report

Admin: Reports Modifiable Settings
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

Roles Permission: Controller

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

Roles Permissions: Approver

Admin: Approver Role Modifiable Settings
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago
Payment Method

Payment method page

Admin: A clear overview of the different payment methods within your company
Ruben Pelckmans avatar
Written by Ruben Pelckmans
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
Categories

The categories overview

The categories overview
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Create and edit categories one by one

Admin: Add, Edit, Deactivate and Reactivate Categories one by one
Ronella D avatar
Written by Ronella D
Updated over a week ago

Create multiple categories - Bulk Import

Admin: Creating multiple categories.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Easily update your categories - export/import

Admin: Export/Import categories
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Add translations to your categories

Admin: Add translations to your categories
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Categories Settings

Admin: Details and settings that can be found within the Categories page
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago
Custom Fields

Adding Custom Fields

Admin: How to add custom fields?
Ronella D avatar
Written by Ronella D
Updated over a week ago

Admin Field Details

Admin: All possible fields that can be found in Admin page and their character limits.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Limit Custom Fields

Admin: How to limit custom fields?
Ronella D avatar
Written by Ronella D
Updated over a week ago
Projects

Merge Project

Admin: Merge Project
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago
Expense Rules

Create rules based on the amount per night

Admin: How to create a rule based on the amount per night?
Ronella D avatar
Written by Ronella D
Updated over a week ago
Reject Reasons

Reject Reason

Admin: create reject reason
Ronella D avatar
Written by Ronella D
Updated over a week ago
Mileage

Setting up Mileage Rate

Admin: Setting up Mileage Rate
Ronella D avatar
Written by Ronella D
Updated over a week ago

Adding Sub-rate to mileage.

Admin: How to add sub-rate to mileage?
Ronella D avatar
Written by Ronella D
Updated over a week ago

Changing Mileage Rates

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

Adding mileage rates with a different currency.

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

Add/Disable Vehicle Group

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

Un-link Vehicle Group from Mileage

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

Warning 'No Per Diems to be created'

Admin: Warning 'No Per diems to be created'
Ronella D avatar
Written by Ronella D
Updated over a week ago

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
Tax

Tax Rates

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

Tax Rates Overview

Admin: Tax rate terms and available actions
Ronella D avatar
Written by Ronella D
Updated over a week ago

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 over a week ago
Advanced Settings

Activate Approval for cash advances

Activate Approval for cash advances
Ronella D avatar
Written by Ronella D
Updated over a week ago

Activate approval for trips

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

Add an image or attachment to the expense

Admin: How to add an image or attachment to the expense?
Ronella D avatar
Written by Ronella D
Updated this week

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

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

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

Upload data in Rydoo via CSV

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

General guides for completing and uploading CSV files

Admin: CSV General Guide
Ronella D avatar
Written by Ronella D
Updated over a week ago

Change Text to Columns

Personal: Changing data type from text to columns
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Change Columns back to Text

Personal: Changing data type from columns back to text
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Adding users with CSV File

Admin: add users with CSV file
Ronella D avatar
Written by Ronella D
Updated over a week ago

Fill in the CSV template for Users

Admin: How to fill in the CSV template for Users
Ronella D avatar
Written by Ronella D
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 payment methods/cards

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 D avatar
Written by Ronella D
Updated over a week ago

Fill in the CSV file for Groups

Admin: CSV file groups
Ronella D avatar
Written by Ronella D
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

Creating Custom Fields through a CSV template.

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

Custom Fields Values through CSV template.

Admin: How to create custom field values through a CSV template.
Ronella D avatar
Written by Ronella D
Updated over a week ago
Subscription

Understanding our online subscriptions & billing

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

Change Subscription

Admin: Change Subscription Plan
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Download Subscription Invoice Copy

Admin: Downloading Invoice Copy
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Cancel Subscription or delete your Account

Admin: cancel subscription delete account
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Reactivate your Account

Admin: Reactivate your account
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago