User Guide

List of How-To's for users in Expense platform. Includes details on what users can do with their expense/s.

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63 articles in this collection
Written by Vicky, Sophie Ritter, Giljan Van De Moortel and 5 others

Expenses

Ways to create expenses(Upload receipts, mileage expenses and per diem expenses )

Personal: Upload/create expenses/mileages/per diems

Written by Ronella D
Updated over a week ago

Create and submit expenses

Written by Ruben Pelckmans
Updated over a week ago

Submit multiple expenses via the web

Personal: How to submit multiple expenses via the web?

Written by Ronella D
Updated over a week ago

Create a manual expense via the web application

Written by Ruben Pelckmans
Updated over a week ago

Creating and submitting mileage expense via web

Personal: Creating and submitting mileage expense via web

Written by Ronella D
Updated over a week ago

Forward via Email

Written by Ruben Pelckmans
Updated over a week ago

Mileage action button and functionality

Mileage action button and functionality

Written by Ronella D
Updated over a week ago

Upload mileage via web

Written by Ruben Pelckmans
Updated over a week ago

Create per diem via web

Personal: create per diem via web

Written by Ronella D
Updated over a week ago

Status of an Expense

Different Expense status

Written by Enrica Luntad
Updated over a week ago

Edit an expense

Personal: edit an expense

Written by Ronella D
Updated over a week ago

Editing multiple expenses

Personal: edit multiple expenses

Written by Ronella D
Updated over a week ago

Split an Expense

Personal: Split expense

Written by Ronella D
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

Modify Exchange Rate

Personal: Exchange rate source and updating exchange rate value

Written by Enrica Luntad
Updated over a week ago

Delete an Expense

Delete an expense

Written by Ronella D
Updated over a week ago

Duplicate Status

Written by Giljan Van De Moortel
Updated over a week ago

Potential Duplicates

Written by Giljan Van De Moortel
Updated over a week ago

Recall an expense after submitting

Personal: recall expense

Written by Enrica Luntad
Updated over a week ago

Where are my expenses?

Written by Ruben Pelckmans
Updated over a week ago

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 Flow

Information about: Create, submit, upload, process expenses, expense status, approve and control expenses and the history of an expense

Written by Ruben Pelckmans
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

Expense History

Personal: Expense history workflow

Written by Enrica Luntad
Updated over a week ago

Rejected Expense

Personal: Rejected 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 D
Updated over a week ago

Expense & Policy Warnings

Personal: expense/policy warnings

Written by Enrica Luntad
Updated over a week ago

Transactions

Transactions Actions: Create Expense, Delete Selected, Don't Match, Enable Matching, and Change Currency.

How to Create Expense, Delete Selected, Don't Match, Enable Matching, and Change Currency from Transaction tab?

Written by Ronella D
Updated over a week ago

Uploading transactions

Written by Ruben Pelckmans
Updated over a week ago

Manual upload of transactions

Written by Ruben Pelckmans
Updated over a week ago

Automated upload of transactions

Written by Ruben Pelckmans
Updated over a week ago

Upload your own Transactions

Personal: Uploading card transactions

Written by Enrica Luntad
Updated over a week ago

Validate your credit card in Rydoo

How to validate your card?

Written by Giljan Van De Moortel
Updated over a week ago

Upload your own Statement

Personal: How to upload your own Card Statements

Written by Enrica Luntad
Updated over a week ago

Matching Transactions with Expenses

Personal: Match transactions with expenses

Written by Ronella D
Updated over a week ago

Link expenses to transactions

Written by Ruben Pelckmans
Updated over a week ago

Deleting transactions

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

Written by Vicky
Updated over a week ago

Trips

Creating and Managing Trips

Create, manage, and complete trips.

Written by Danielle Chalk
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

How to create cash advance?

Written by Ronella D
Updated over a week ago

Create an advance

How to create an advance as payment method

Written by Vicky
Updated over a week ago

End or complete an advance

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

Written by Vicky
Updated over a week ago

Personal Settings

Forgot or change your password

User: How to reset your password or change password.

Written by Ronella D
Updated over a week ago

Add a secondary email address to send receipts

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

Written by Ronella D
Updated over a week ago

Change the language preference on the web application

Personal: Change Language in Web

Written by Ronella D
Updated over a week ago

Add Personal Payment Method

Personal: How to add personal payment method

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

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 D
Updated over a week ago

Turn Off Automatic Email Notifications

Personal: Turning off email notifications

Written by Enrica Luntad
Updated over a week ago

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

Report

Report Types

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

Written by Enrica Luntad
Updated over a week ago

Create a Standard Report

Personal/Approver/Controller: Create a custom or standard report

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

Troubleshooting

Unable to submit my 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 D
Updated over a week ago

User Field Details

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

Written by Enrica Luntad
Updated over a week ago