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 Giljan Van De Moortel avatar +5
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
Ronella D avatar
Written by Ronella D
Updated over a week ago

Create and submit expenses

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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

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

Forward via Email

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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

Upload mileage via web

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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

Status of an Expense

Different Expense status
Enrica Luntad avatar
Written by Enrica Luntad
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 avatar
Written by Katharina
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

Delete an Expense

Delete an expense
Ronella D avatar
Written by Ronella D
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

Recall an expense after submitting

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

Where are my expenses?

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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

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

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

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

Rejected Expense

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

Expense & Policy Warnings

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

Forgot or change your password

User: How to reset your password or change password.
Ronella D avatar
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?
Ronella D avatar
Written by Ronella D
Updated over a week ago

Change the language preference on the web application

Personal: Change Language in Web
Ronella D avatar
Written by Ronella D
Updated over a week ago

Add Personal Payment Method

Personal: How to add personal payment method
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Retrieve a deactivated Payment Method

Personal: Retrieve missing/deleted/deactivated Payment Method
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Request Access to Link an Account

Personal: link account, request for access
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Accept Linked Account Request

Personal: accept link account request
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Access a Linked Account

Personal: access linked account
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Delete Linked Account Access

How to delete Linked Account Access?
Ronella D avatar
Written by Ronella D
Updated over a week ago

Turn Off Automatic Email Notifications

Personal: Turning off email notifications
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Configure PDF Reports

Personal: Change PDF Report settings
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Report Formats

Personal: Show CSV and XML report format
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago