Rydoo

Ronella

Enrica Luntad

Ruth De Vits

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.  

The Admin Guides

Users overview

Setting up your users.

User Details and Preferences tab

Users Assigned Roles

Users Account Details

Adding Users Manually

Admin: How to Import Users, Approver and Controller?

Import Users

Fill in the XLSX file for users.

Admin: send mail notification when activating users

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

Editing multiple users as Administrator

Admin: How to upload or import approvers and controllers?

Import Approvers / Controllers

Admin: How to export the list of approvers and controllers?

Export Approvers / Controllers

Admin: How to Deduct Commute from Mileage Expenses

Daily Commute Deduction

Admin: Different export files with user details and linked accounts

Export Files

Manage your Users

Admin: Methods on how to assign Roles to users

Assigning Role/s

Admin: How to assign approvers or controllers per user?

Assign Approvers / Controllers on Users

Admin: How to assign approver or controller role per group?

Assign Approvers / Controllers on Groups

Admin: How to assign approver or controller role per branch?

Assign Approvers / Controllers on Projects

Admin: How to assign approvers or controllers per branch?

Assign Approvers / Controllers on Branches

Admin: How to assign approver or controller role on custom field?

Assign Approvers / Controllers on Custom Field

Assign Roles

​Appointing group approvers

Alex Herbil

Groups

Admin: Restrict options in Expense for Personal/Users.

Expense Modifiable Settings for Personal Role

Admin: Enabling or Disabling roles within Rydoo

Enable/Disable a Role

Admin: Restrict options in User Profile for Personal/Users.

Profile Modifiable Settings for Personal Role

Admin: Allowing users to add and manage their own payment method

Allow users to add and manage their own payment method

Admin: Controller Role Modifiable Settings

Roles Permission: Controller

Admin: Still receiving email even after setting mail to Never

Change Email Reminder Settings

Roles Permissions: Approver

Roles and Permissions

Admin: A clear overview of the different payment methods within your company

Payment Method Overview (Admin)

Admin: change personal card to company card

Change a Personal Card to a Company Card (Admin)

Payment Method

The categories overview

Define the rules of each category: limit it to a specific branch or group, translate it, assign a GL code, make it a parent category, etc.

Categories details & settings

Admin: Add, Edit, Deactivate and Reactivate Categories one by one

Create and edit categories one by one

Create multiple categories - Bulk Import

Admin: Add translations to your categories

Add translations to your categories

Easily update your categories - export/import

Admin: Limit categories per branch or per group using the categories import file

Limit categories to a Group(s) - Bulk Import

Adding Custom Fields

Admin: How to add custom field list items manually or through excel template?

Adding List Items

Limit Custom Fields

Custom Fields

Admin: How to create a rule based on the amount per night?

Create rules based on the amount per night

Admin: How to create rule warnings on the amount per week/month/year, including the amount already spent?

Create rule warnings on the amount per day/week/month/year

Expense Rules

Reject Reason

Reject Reasons

Setting up Mileage Rate

Adding Sub-rate to mileage

Changing Mileage Rates

Admin: How to add mileage rates with a different currency?

Adding mileage rates with a different currency

Add/Disable Vehicle Group

Admin: How to unlink vehicle group from the mileage?

Un-link Vehicle Group from Mileage

Mileage

Admin: How to download per diem rates to your Rydoo account?

Import Pre-defined Per Diem Rates

Admin: Warning 'No Per diems to be created'

Warning 'No Per Diems to be created'

Per Diem/Travel Allowance

Create or update Tax rates manually

Admin: Tax rate terms and available actions

Tax Rates Overview

Use the export/import feature to update or create multiple tax rates.

Create and update tax rates in bulk

Ronald Derick Azurin

Tax rates

Approval Flow Overview

Admin: How to set the approval flow within Rydoo?

Approval Flow Setting

Approval Flow

Activate Approval for cash advances

Admin: How to Activate approval for trips

Activate approval for trips

Admin: How to set-up the merchant field required in an expense

Setting up the merchant field required in an expense.

Admin: How to add an image or attachment to the expense?

Add an image or attachment to the expense

Admin: Allow users to integrate Rydoo to other software

Personal Integration

Admin: Email a copy of Reimburse Report to user

Email Reimburse Report

Admin: Allow users to change their personal information

Allow users to change their personal details

Admin: Limiting finance role access to certain branches

Limit Finance Role to Branch

Advanced Settings

General guide for uploading CSV templates

Personal: Changing data type from text to columns

Change Text to Columns

Personal: Changing data type from columns back to text

Change Columns back to Text

CSV Template Basics

Upload data in Rydoo via CSV

Add users via CSV

Admin: How to fill in the CSV template for Users

Fill in the CSV template for Users

Creating Groups via CSV file

Fill in the CSV file for Groups

Upload Projects

Admin: How to create custom fields through a CSV template.

Create Custom Fields via CSV

CSV Templates

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