Rydoo

Admin: How to upload or import approvers and controllers?

Import Approvers / Controllers (Old UI)

Ronella

Ronald Derick Azurin

Enrica Luntad

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

Approver, Controller and Finance Guides

Approving an expense/s

Approver/Controller/Finance: reject expenses

Rejecting expenses

Approve Trips

Approve/Reject cash advances.

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

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

Edit expenses as an approver

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

Send an email reminder to the user/s.

Can I approve my own expense?

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

Out of office Approver and Controller

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

Send email reminder to the user, approver or controller.

Unable to approve expenses

Sophie Ritter

Approver

Controlling an expense

Controller

Finance: How to remind users to match their transactions?

Send a Reminder for transaction matching

Finance: How to upload card transactions for users?

Import Transactions for other Users (Finance)

Create an Accounting Report

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

Unreport expenses

Finance: Finance options within the Expense page

Finance Actions within Expense

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

Working with multiple currencies

Retrieving a deleted Report

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

No Items Were Found

Giljan Van De Moortel

Delphine Callens

Finance

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

Approver, Controller and Finance Guides

Import Approvers / Controllers (Old UI)

Approver

Controller

Finance

Insights Module