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
88 articles in this collection
Written by Vicky, Bram Van Laar, Giljan Van De Moortel and 4 others
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 default split expense functionality to always create separate expenses

Admin: split into separate expenses default settings
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 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

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 this week

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 today

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 today

Change Columns back to Text

Personal: Changing data type from columns back to text
Enrica Luntad avatar
Written by Enrica Luntad
Updated today

Adding users with CSV File

Admin: add users with CSV file
Ronella D avatar
Written by Ronella D
Updated today

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 today

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 today

Fill in the CSV file for Groups

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

Upload Projects

Admin: Uploading projects via CSV file
Enrica Luntad avatar
Written by Enrica Luntad
Updated this week

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 today