The User Guides | Rydoo Help Center

Introduction to Expense

Create and Submit Expenses

Written by Ruben Pelckmans
Updated over a week ago

Status of an Expense

Different Expense status

Written by Enrica Luntad
Updated over a week ago

Approval and Rejection Flow

Personal: How expenses get approved and rejected

Written by Enrica Luntad
Updated over a week ago

Ways on how to upload receipts via Web

Drag and Drop files from the computer

Personal: How to upload receipts from a computer?

Written by Ronella
Updated over a week ago

Forward via Email

Written by Ruben Pelckmans
Updated over a week ago

Create a manual expense via Web

Written by Ruben Pelckmans
Updated over a week ago

Creating Mileage

Create and Submit Mileage via Web

Personal: Creating and submitting mileage expenses via web, as well as mileage action buttons and their functionalities.

Written by Ronella
Updated over a week ago

Mileage action button and functionality

Written by Ronella
Updated over a week ago

Creating Per Diem

Create Per Diem via Web

Personal: create per diem via web

Written by Ronella
Updated over a week ago

Editing Expenses

Edit an expense

Personal: edit an expense

Written by Ronella
Updated over a week ago

Editing multiple expenses

Personal: edit multiple expenses

Written by Ronella
Updated over a week ago

Modify Exchange Rate

Personal: Exchange rate source and updating exchange rate value

Written by Enrica Luntad
Updated over a week ago

Delete an Expense

Personal: How to delete an expense?

Written by Ronella
Updated over a week ago

Expense Actions

Submit Multiple Expenses via Web

Personal: How to submit multiple expenses via the web?

Written by Ronella
Updated over a week ago

Split an Expense

Personal: Split expense

Written by Ronella
Updated over a week ago

Add Attendees

Tag your attendees in your expenses via the comment field

Written by Katharina
Updated over a week ago

Recall an expense after submitting

Personal: recall expense

Written by Enrica Luntad
Updated over a week ago

Send an email reminder to the approver

Personal: How to send an email reminder to the approver?

Written by Ronella
Updated over a week ago

Additional Expense Features

Potential Duplicates

Written by Giljan Van De Moortel
Updated over a week ago

Duplicate Status

Written by Giljan Van De Moortel
Updated over a week ago

Rejected Expense

Personal: Rejected expense

Written by Enrica Luntad
Updated over a week ago

Expense & Policy Warnings

Personal: expense/policy warnings

Written by Enrica Luntad
Updated over a week ago

Where are my expenses?

Expenses disappeared from Overview

Personal: Expenses disappeared/missing from Overview

Written by Enrica Luntad
Updated over a week ago

Show Reported Expenses

Are you missing expenses in your overview?

Written by Giljan Van De Moortel
Updated over a week ago

Expense History

Personal: Expense history workflow

Written by Enrica Luntad
Updated over a week ago

Transactions Basics

Upload your own Statement (Users)

Personal: How to upload your own Card Statements

Written by Enrica Luntad
Updated over a week ago

Create expense from Transactions

How to Create expense from Transactions?

Written by Ronella
Updated over a week ago

Import your own Transactions (Users)

Personal: Import card transactions

Written by Enrica Luntad
Updated over a week ago

Match Transactions with Expenses

Personal: Match transactions with expenses

Written by Ronella
Updated over a week ago

Managing Transactions

Auto-create Expenses from Transactions

Users: How does auto-matching works?

Written by Enrica Luntad
Updated over a week ago

Transactions Actions

How to create and delete multiple transactions?

Written by Ronella
Updated over a week ago

Validate your credit card in Rydoo (Users)

How to validate your card?

Written by Giljan Van De Moortel
Updated over a week ago

Delete Transactions

Personal: You want to delete a transaction? There are transactions that should be removed?

Written by Delphine Callens
Updated over a week ago

Manual upload of transactions

Written by Ruben Pelckmans
Updated over a week ago

Trips

Creating and Managing Trips

Create, manage, and complete trips.

Written by Gloria Biasion
Updated over a week ago

Editing and deleting trips

How to edit or delete a trip which has expenses connected to it.

Written by Katharina
Updated over a week ago

Trip status

Created, completed, and other statuses a trip can have

Written by Ruben Pelckmans
Updated over a week ago

Advances

Create a cash advance Users

How to create cash advance?

Written by Ronella
Updated over a week ago

Create an advance as a treasurer.

How to create an advance as payment method

Written by Delphine Callens
Updated over a week ago

End or complete an advance

No longer need the advance? Want to finish the advance?

Written by Delphine Callens
Updated over a week ago

Personal Settings

Forgot or change your password

User: How to reset your password or change password.

Written by Ronella
Updated over a week ago

Change Language Preference via Web

Personal: Change Language in Web

Written by Ronella
Updated over a week ago

Add a Secondary Email Address

Personal: How to add a secondary email to send receipts?

Written by Ronella
Updated over a week ago

Change Email Notifications Frequency

Personal: Turning off email notifications

Written by Enrica Luntad
Updated over a week ago

Link Accounts

Request Access to Link an Account

Personal: link account, request for access

Written by Enrica Luntad
Updated over a week ago

Accept Linked Account Request

Personal: accept link account request

Written by Enrica Luntad
Updated over a week ago

Access a Linked Account

Personal: access linked account

Written by Enrica Luntad
Updated over a week ago

Delete Linked Account Access

How to delete Linked Account Access?

Written by Ronella
Updated over a week ago

Payment Methods

Add a Payment Method (User)

Personal: How to add payment method manually?

Written by Enrica Luntad
Updated over a week ago

Retrieve a deactivated Payment Method

Personal: Retrieve missing/deleted/deactivated Payment Method

Written by Enrica Luntad
Updated over a week ago

Report

Report Types

Personal: List of all reports that can be processed within Rydoo

Written by Enrica Luntad
Updated over a week ago

Create an export file

Personal/Approver/Controller: Create an export file

Written by Enrica Luntad
Updated over a week ago

Create Reimbursement Report

Personal: Creating Reimbursement Report manually

Written by Enrica Luntad
Updated over a week ago

Personalize your Reports

Configure PDF Reports

Personal: Change PDF Report settings

Written by Enrica Luntad
Updated over a week ago

Report Formats

Personal: Show CSV and XML report format

Written by Enrica Luntad
Updated over a week ago

Troubleshooting

Error: Invalid Certificate

Troubleshooting: Invalid certificate message via the mobile app

Written by Enrica Luntad
Updated over a week ago

Delete processing expense

How to delete stuck "processing" receipts via the mobile app?

Written by Enrica Luntad
Updated over a week ago

Unable to submit my expenses

Users: Possible reasons why you are unable to submit expenses

Written by Sophie Ritter
Updated over a week ago

Possible error or prompts while creating expenses

Troubleshooting: New logic error message or prompts and how to fix them

Written by Enrica Luntad
Updated over a week ago

The functionalities available in the Rydoo web app and mobile app

Which functionalities are available in the Rydoo web app and in the Rydoo mobile app?

Written by Ronella
Updated over a week ago

Data format and limit

Personal: All possible fields that can be found on users end, format and it's maximum limit.

Written by Enrica Luntad
Updated over a week ago