User Guide

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

Vicky avatar Sophie Ritter avatar Bram Troch avatar +7
70 articles in this collection
Written by Vicky, Sophie Ritter, Bram Troch and 7 others
Expenses

Possible error or prompts while creating expenses

Troubleshooting: New logic error message or prompts and how to fix them
Enrica Luntad avatar
Written by Enrica Luntad
Updated this week

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

Personal: Upload/create expenses/mileages/per diems
Ronella D avatar
Written by Ronella D
Updated over a week ago

Create and submit expenses

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated this week

Forward via Email

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Create a manual expense via the web application

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Creating and submitting mileage expense via web

Personal: Creating and submitting mileage expense via web
Ronella D avatar
Written by Ronella D
Updated over a week ago

Mileage action button and functionality

Mileage action button and functionality
Ronella D avatar
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.
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Create per diem via web

Personal: create per diem via web
Ronella D avatar
Written by Ronella D
Updated over a week ago

Upload mileage via web

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Edit an expense

Personal: edit an expense
Ronella D avatar
Written by Ronella D
Updated over a week ago

Editing multiple expenses

Personal: edit multiple expenses
Ronella D avatar
Written by Ronella D
Updated over a week ago

Split an Expense

Personal: Split expense
Ronella D avatar
Written by Ronella D
Updated over a week ago

Add Attendees

Tag your attendees in your expenses via the comment field
Katharina Schadosky avatar
Written by Katharina Schadosky
Updated over a week ago

Submit multiple expenses via the web.

Personal: How to submit multiple expenses via the web?
Ronella D avatar
Written by Ronella D
Updated over a week ago

Recall an expense after submitting

Personal: recall expense
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Unable to submit my expenses

Sophie Ritter avatar
Written by Sophie Ritter
Updated over a week ago

Show Reported Expenses

Are you missing expenses in your overview?
Giljan Van De Moortel avatar
Written by Giljan Van De Moortel
Updated over a week ago

Delete an Expense

Delete an expense
Ronella D avatar
Written by Ronella D
Updated over a week ago

Expenses disappeared from Overview

Personal: Expenses disappeared/missing from Overview
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Status of an Expense

Different Expense status
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Duplicate Status

Giljan Van De Moortel avatar
Written by Giljan Van De Moortel
Updated over a week ago

Potential Duplicates

Giljan Van De Moortel avatar
Written by Giljan Van De Moortel
Updated over a week ago

Approval and Rejection Flow

Personal: How expenses get approved and rejected
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Expense History

Personal: Expense history workflow
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Allocate the approver or controller of an expense

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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
Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Where are my expenses?

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Rejected Expense

Personal: Rejected expense
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Expense & Policy Warnings

Personal: expense/policy warnings
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Modify Exchange Rate

Personal: Exchange rate source and updating exchange rate value
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Create a Standard Report

Personal/Approver/Controller: Create a custom or standard report
Enrica Luntad avatar
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?
Ronella D avatar
Written by Ronella D
Updated over a week ago

Validate your credit card in Rydoo

How to validate your card?
Giljan Van De Moortel avatar
Written by Giljan Van De Moortel
Updated over a week ago

Uploading transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Manual upload of transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Automated upload of transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Enabling the daily transaction feed of your Citibank MasterCard

citibank mastercard feed transaction
Bram Troch avatar
Written by Bram Troch
Updated over a week ago

Matching Transactions with Expenses

Personal: Match transactions with expenses
Ronella D avatar
Written by Ronella D
Updated over a week ago

Deleting transactions

You want to delete a transaction? There are transactions that should be removed?
Vicky avatar
Written by Vicky
Updated over a week ago

Link expenses to transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Notification 'no card found' after uploading a statement

How come the automated matching process does not start?
Vicky avatar
Written by Vicky
Updated over a week ago

Upload your own Statement

Personal: How to upload your own Card Statements
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Upload your own Transactions

Personal: Uploading card transactions
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago