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The Admin Guides

The Admin Guides

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.

Ronella avatar Enrica Luntad avatar Alex Herbil avatar +1
76 articles in this collection
Written by Ronella, Enrica Luntad, Alex Herbil and 1 other
Manage your Users

Users overview

Admin: Users Overview
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Written by Ronella
Updated over a week ago

Setting up your users.

How to manage your Users Rydoo Account.
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Written by Ronella
Updated over a week ago

User Details and Preferences tab

Admin: How to add user details?
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Written by Ronella
Updated over a week ago

Users Assigned Roles

Admin: How to Assigned Roles?
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Written by Ronella
Updated over a week ago

Users Account Details

Admin: How to add user account details?
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Written by Ronella
Updated over a week ago

Adding Users Manually

Admin: How to add users manually
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Written by Ronella
Updated over a week ago

Import Users

Admin: How to Import Users, Approver and Controller?
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Written by Ronella
Updated over a week ago

Fill in the XLSX file for users.

Admin: How to fill in the XLSX file.
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Written by Ronella
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
Updated over a week ago

Editing multiple users as Administrator

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

Import Approvers / Controllers

Admin: How to upload or import approvers and controllers?
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Written by Enrica Luntad
Updated over a week ago

Export Approvers / Controllers

Admin: How to export the list of approvers and controllers?
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Written by Enrica Luntad
Updated over a week ago

Daily Commute Deduction

Admin: How to Deduct Commute from Mileage Expenses
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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 Roles

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

Assign Approvers / Controllers on Users

Admin: How to assign approvers or controllers per user?
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Written by Enrica Luntad
Updated over a week ago

Assign Approvers / Controllers on Groups

Admin: How to assign approver or controller role per group?
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Written by Enrica Luntad
Updated over a week ago

Assign Approvers / Controllers on Projects

Admin: How to assign approver or controller role per branch?
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Written by Enrica Luntad
Updated over a week ago

Assign Approvers / Controllers on Branches

Admin: How to assign approvers or controllers per branch?
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Written by Enrica Luntad
Updated over a week ago

Assign Approvers / Controllers on Custom Field

Admin: How to assign approver or controller role on custom field?
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Written by Enrica Luntad
Updated over a week ago
Groups

​Appointing group approvers

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Written by Alex Herbil
Updated over a week ago
Roles and Permissions

Expense Modifiable Settings for Personal Role

Admin: Restrict options in Expense for Personal/Users.
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Written by Enrica Luntad
Updated over a week ago

Enable/Disable a Role

Admin: Enabling or Disabling roles within Rydoo
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Written by Enrica Luntad
Updated over a week ago

Profile Modifiable Settings for Personal Role

Admin: Restrict options in User Profile for Personal/Users.
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Written by Enrica Luntad
Updated over a week ago

Allow or Disable Creating Standard Report

Admin: Reports Modifiable Settings
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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
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Written by Enrica Luntad
Updated over a week ago

Roles Permission: Controller

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

Change Email Reminder Settings

Admin: Still receiving email even after setting mail to Never
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Written by Enrica Luntad
Updated over a week ago

Roles Permissions: Approver

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

Payment Method Overview (Admin)

Admin: A clear overview of the different payment methods within your company
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Written by Alex Herbil
Updated over a week ago

Change a Personal Card to a Company Card (Admin)

Admin: change personal card to company card
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Written by Enrica Luntad
Updated over a week ago
Categories

The categories overview

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

Categories details & settings

Define the rules of each category: limit it to a specific branch or group, translate it, assign a CL code, make it a parent category, etc.
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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
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Written by Ronella
Updated over a week ago

Create multiple categories - Bulk Import

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

Add translations to your categories

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

Easily update your categories - export/import

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

Limit categories to a Group(s) - Bulk Import

Admin: Limit categories per branch or per group using the categories import file
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Written by Enrica Luntad
Updated over a week ago
Custom Fields

Adding Custom Fields

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

Adding List Items

Admin: How to add custom field list items manually or through excel template?
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Written by Ronella
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?
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Written by Ronella
Updated over a week ago
Reject Reasons

Reject Reason

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

Setting up Mileage Rate

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

Adding Sub-rate to mileage

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

Changing Mileage Rates

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

Adding mileage rates with a different currency

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

Add/Disable Vehicle Group

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

Un-link Vehicle Group from Mileage

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

Import Pre-defined Per Diem Rates

Admin: How to download per diem rates to your Rydoo account?
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Written by Enrica Luntad
Updated over a week ago

Warning 'No Per Diems to be created'

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

Create or update Tax rates manually

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

Tax Rates Overview

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

Create and update tax rates in bulk

Use the export/import feature to update or create multiple tax rates.
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Written by Ronald Derick Azurin
Updated over a week ago

Temporarily Tax Reduction due to COVID 19

What to keep in mind when managing your Tax Rates on Rydoo
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Written by Ronald Derick Azurin
Updated over a week ago
Approval Flow

Approval Flow Overview

Admin: Approval flow
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Written by Enrica Luntad
Updated over a week ago

Approval Flow Setting

Admin: How to set the approval flow within Rydoo?
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Written by Enrica Luntad
Updated over a week ago
Advanced Settings

Activate Approval for cash advances

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

Activate approval for trips

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

Add an image or attachment to the expense

Admin: How to add an image or attachment to the expense?
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Written by Ronella
Updated over a week ago

Allow Users to Create Reimburse Report

Admin: Allow users to create their own report
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Written by Enrica Luntad
Updated over a week ago

Personal Integration

Admin: Allow users to integrate Rydoo to other software
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Written by Enrica Luntad
Updated over a week ago

Email Reimburse Report

Admin: Email a copy of Reimburse Report to user
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Written by Enrica Luntad
Updated over a week ago

Allow users to change their personal details

Admin: Allow users to change their personal information
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Written by Enrica Luntad
Updated over a week ago

Limit Finance Role to Branch

Admin: Limiting finance role access to certain branches
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Written by Enrica Luntad
Updated over a week ago
CSV Template Basics

General guide for uploading CSV templates

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

Change Text to Columns

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

Change Columns back to Text

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

Upload data in Rydoo via CSV

Alex Herbil avatar
Written by Alex Herbil
Updated over a week ago

Add users via CSV

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

Fill in the CSV template for Users

Admin: How to fill in the CSV template for Users
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Written by Ronella
Updated over a week ago

Upload payment methods/cards (Admin)

Admin: Assigning cards to multiple users
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Written by Enrica Luntad
Updated over a week ago

Creating Groups via CSV file

Admin: upload groups with CSV file
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Written by Ronella
Updated over a week ago

Fill in the CSV file for Groups

Admin: CSV file groups
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Written by Ronella
Updated over a week ago

Upload Projects

Admin: Uploading projects via CSV file
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Written by Enrica Luntad
Updated over a week ago

Create Custom Fields via CSV

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