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Approver, Controller and Finance Guides

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.

Sophie Ritter avatar Delphine Callens avatar Giljan Van De Moortel avatar +3
23 articles in this collection
Written by Sophie Ritter, Delphine Callens, Giljan Van De Moortel and 3 others
Approver

Approving an expense/s

Approver: How to approve expenses?
Ronella avatar
Written by Ronella
Updated over a week ago

Rejecting expenses

Approver/Controller/Finance: reject expenses
Ronella avatar
Written by Ronella
Updated over a week ago

Approve Trips

Approver: How to approve trips.
Ronella avatar
Written by Ronella
Updated over a week ago

Approve/Reject cash advances.

How to approve/reject cash advances?
Ronella avatar
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.
Ronella avatar
Written by Ronella
Updated over a week ago

Edit expenses as an approver

Approver: Edit expenses as an approver.
Ronella avatar
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?
Ronella avatar
Written by Ronella
Updated over a week ago

Can I approve my own expense?

Approver: Can I approve my own expense?
Ronella avatar
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?
Ronella avatar
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.
Ronella avatar
Written by Ronella
Updated over a week ago

Unable to approve expenses

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

Controlling an expense

Controller: control expenses
Ronella avatar
Written by Ronella
Updated over a week ago
Finance

Upload Transactions for other Users

Finance: Upload card transactions for users
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Upload Lodge Card Transactions for other Users

Finance: Upload Lodge Card Transactions for Users
Enrica Luntad avatar
Written by Enrica Luntad
Updated over a week ago

Create an Accounting Report

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

Finance Actions within Expense

Finance: Finance options within the Expense page
Enrica Luntad avatar
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?
Delphine Callens avatar
Written by Delphine Callens
Updated over a week ago

Retrieving a deleted Report

Retrieve a deleted report
Ronella avatar
Written by Ronella
Updated over a week ago

No Items Were Found

Finance: Got "no items were found" message when running accounting report
Enrica Luntad avatar
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
Andrea avatar
Written by Andrea
Updated over a week ago

Insights Set-Up

Andrea avatar
Written by Andrea
Updated over a week ago

Insights - Glossary

Terms and definitions used on Insights
Andrea avatar
Written by Andrea
Updated over a week ago