Approver, Controller and Finance Guides

Approving and/or Controlling Expenses? Creating Reports? Here are the guides of what Approvers, Controllers and Finance can do within Expense platform.

24 articles in this collection
Written by Sophie Ritter, Delphine Callens, Giljan Van De Moortel and 3 others

Import Approvers / Controllers (Old UI)

Admin: How to upload or import approvers and controllers?

Written by Ronald Derick Azurin
Updated over a week ago

Approver

Approving an expense/s

Approver: How to approve expenses?

Written by Ronella
Updated over a week ago

Rejecting expenses

Approver/Controller/Finance: reject expenses

Written by Ronella
Updated over a week ago

Approve Trips

Approver: How to approve trips.

Written by Ronella
Updated over a week ago

Approve/Reject cash advances.

How to approve/reject cash advances?

Written by Ronella
Updated over a week ago

Add and remove columns in the approver/controller/finance overview

How to add and remove columns in the approver/controller/finance overview.

Written by Ronella
Updated over a week ago

Edit expenses as an approver

Approver: Edit expenses as an approver.

Written by Ronella
Updated over a week ago

Send an email reminder to the user/s.

Approver: How to send an email reminder to the user for un-submitted expense/s?

Written by Ronella
Updated over a week ago

Can I approve my own expense?

Approver: Can I approve my own expense?

Written by Ronella
Updated over a week ago

Out of office Approver and Controller

Approver/Controller: How to set up the out of officer approver and controller?

Written by Ronella
Updated over a week ago

Send email reminder to the user, approver or controller.

Finance: How to send email to the user, approver, or controller.

Written by Ronella
Updated over a week ago

Unable to approve expenses

Written by Sophie Ritter
Updated over a week ago

Controller

Controlling an expense

Controller: control expenses

Written by Ronella
Updated over a week ago

Finance

Send a Reminder for transaction matching

Finance: How to remind users to match their transactions?

Written by Enrica Luntad
Updated over a week ago

Import Transactions for other Users (Finance)

Finance: How to upload card transactions for users?

Written by Enrica Luntad
Updated over a week ago

Create an Accounting Report

Written by Giljan Van De Moortel
Updated over a week ago

Unreport expenses

Finance: How to unreport expenses? How to change a report format after being completely processed or viewed

Written by Enrica Luntad
Updated over a week ago

Finance Actions within Expense

Finance: Finance options within the Expense page

Written by Enrica Luntad
Updated over a week ago

Working with a secondary currency

Are there different currencies applicable within your company? You have branches with different currencies?

Written by Delphine Callens
Updated over a week ago

Retrieving a deleted Report

Retrieve a deleted report

Written by Ronella
Updated over a week ago

No Items Were Found

Finance: Got "no items were found" message when running accounting report

Written by Enrica Luntad
Updated over a week ago

Insights Module

Welcome to Insights!

A collection of articles to get you started with Insights, our new analytics module

Written by Ronald Derick Azurin
Updated over a week ago

Insights Set-Up

Written by Ronald Derick Azurin
Updated over a week ago

Insights - Glossary

Terms and definitions used on Insights

Written by Ronald Derick Azurin
Updated over a week ago