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

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
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Written by Enrica Luntad
Updated over a week ago

Export Files

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

Assign Controllers

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

Invitation mail

Activated users will receive an email to setup their password.
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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

Add Company Card Payment Method

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

Commuter Traffic

Admin: Deduct commute from mileage expenses
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Written by Enrica Luntad
Updated over a week ago

Change a Personal Card to a Company Card

Admin: change personal card to company card
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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?
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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?
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Written by Vicky
Updated over a week ago

Assigning Role/s

Admin: Methods on how to assign Roles to users
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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.
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Written by Enrica Luntad
Updated this week

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 this week

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 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
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Written by Enrica Luntad
Updated over a week ago

Creating Groups with CSV file

Admin: upload groups with CSV file
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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

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Written by Ruben Pelckmans
Updated over a week ago

Upload categories through CSV

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Written by Ruben Pelckmans
Updated over a week ago

Upload data in rydoo via CSV

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Written by Ruben Pelckmans
Updated this week

Upload projects through CSV

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