Setting Up Your Account | Rydoo Help Center

Setting Up Your Account

How to start with your account? What do you need and how do you make it happen? Seamlessly integrate with your accounting and ERP software. Learn how to import bank…

+7

75 articles in this collection
Written by Vicky, Sophie Ritter, Bram Van Laar and 7 others

Lyft Integration

Personal: Connecting Rydoo to Lyft application

Written by Enrica Mae Luntad
Updated this week

Commuter Traffic

Admin: Deduct commute from mileage expenses

Written by Enrica Mae Luntad
Updated this week

Setting up default split expense functionality to always create separate expenses

Admin: split into separate expenses default settings

Written by ronella daylo
Updated over a week ago

Understanding our online subscriptions & billing

online subscriptions

Written by Bram Van Laar
Updated over a week ago

Creating Groups with CSV file

Admin: upload groups with CSV file

Written by ronella daylo
Updated over a week ago

E-mail address already exists/created a wrong account?

Can't add one of your colleagues? You have created a separate account?

Written by Vicky
Updated over a week ago

Exact Online Manual

Written by Sophie Ritter
Updated over a week ago

Quickbooks Manual

Written by Sophie Ritter
Updated over a week ago

Project-level Approval

Written by Ruben Pelckmans
Updated over a week ago

Appointing group approvers

Written by Ruben Pelckmans
Updated over a week ago

Upload data in rydoo via CSV

Written by Ruben Pelckmans
Updated over a week ago

Check-in/check-out

Written by Kasper Supré
Updated over a week ago

Split expense per category

Written by Kasper Supré
Updated over a week ago

General guide for completing and uploading CSV files

Admin: CSV General Guide

Written by ronella daylo
Updated over a week ago

How to change a personal card to a company card

Written by Sophie Ritter
Updated over a week ago

Unable to approve expenses

Written by Sophie Ritter
Updated over a week ago

Expense rules

An easy way to include your expense policy within Rydoo

Written by Kasper Supré
Updated over a week ago

Fill in the CSV file for Groups

Admin: CSV file groups

Written by ronella daylo
Updated over a week ago

Adding users with CSV File

Admin: add users with CSV file

Written by ronella daylo
Updated over a week ago

Setting up your Groups

Admin: manually setting up your groups

Written by ronella daylo
Updated this week

Mastercard Transaction Integration

Written by Keerthi Keshava
Updated over a week ago

AMEX Transactions Integration

Amex corporate cards integration process

Written by Keerthi Keshava
Updated over a week ago

Send activation e-mail notifications to all users you would like to activate

Admin: send mail notification when activating users

Written by ronella daylo
Updated yesterday

Mastercard Integration without smartdata

Written by Keerthi Keshava
Updated over a week ago

Transaction Integration Options

Set up the transactions data feed integration for your company, to upload bank or credit card statements to Rydoo

Written by Keerthi Keshava
Updated over a week ago

Visa direct feed

Direct visa integration

Written by Keerthi Keshava
Updated over a week ago

Indirect Visa Transactions Integration

Process for indirect visa credit card integration integration

Written by Keerthi Keshava
Updated over a week ago

Belfius Visa Professional Account Direct Integration

Belfius transaction Integration

Written by Keerthi Keshava
Updated over a week ago

Mastercard feed with SmartData

How to set up Mastercard integration with smartdata

Written by Keerthi Keshava
Updated over a week ago

Adding your Users

Admin: adding Users

Written by ronella daylo
Updated this week

Change a Personal Card to a Company Card

Admin: change personal card to company card

Written by Enrica Mae Luntad
Updated over a week ago

Get started with your expense account

Checklist for the administrator

A handy list to manage and define the company settings

Written by Vicky
Updated over a week ago

Creating your Company Account

Get started. Create your account. Download our app.

Written by Vicky
Updated over a week ago

Company Profile

Complete the company information. Add currencies needed for reporting.

Written by Vicky
Updated over a week ago

Setting up your Branches

Create the entities of your company.

Written by Vicky
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 Vicky
Updated over a week ago

Setting up your Groups

Create the different departments/divisions/cost centers for each entity.

Written by Vicky
Updated over a week ago

Creating your Users

Add users and change their profile. Assign roles to users. Setup the approval flow of the company.

Written by Vicky
Updated over a week ago

Invitation mail

Activated users will receive an email to setup their password.

Written by Vicky
Updated over a week ago

Mail address already used

Not possible to add a colleague to the company account? Error message on the mail address when creating a new user?

Written by Vicky
Updated over a week ago

Roles and their permissions

What can you do with every role? Change the permissions per role.

Written by Vicky
Updated over a week ago

Categories

Setup the correct GL accounts. Create your chart of accounts.

Written by Vicky
Updated over a week ago

Projects

How to create an overview of costs per project. Working with projects.

Written by Vicky
Updated over a week ago

Custom fields

Add additional fields in expenses or trips. Create extra info fields in user details.

Written by Vicky
Updated over a week ago

Mileage

Change or add mileage rates. Create sub rates and rates per vehicle group or transportation mode. Apply HRMC rates.

Written by Vicky
Updated over a week ago

Tax Rates

Work with VAT. Create tax rates. Tax calculation.

Written by Vicky
Updated over a week ago

Creating a Per Diems list (as administrator)

Daily allowances. Create your per diem lists. Working with per diems.

Written by Vicky
Updated over a week ago

Different exports an administrator can create

Export users data. Export linked accounts.

Written by Vicky
Updated over a week ago

Approval options

How can the approval flow be set up? What are the approval options?

Written by Vicky
Updated over a week ago

Out of office for Approver and Controller

Written by Vicky
Updated over a week ago

Forgot or change your password

You no longer remember your password? How to reset your password.

Written by Vicky
Updated over a week ago

Add a secondary mail address

You want to forward receipts from more than one mail address?

Written by Vicky
Updated over a week ago

Manage automated mail reminders

How frequently do you want to receive email notifications?

Written by Vicky
Updated over a week ago

Enabling the Travel Module

I am a Rydoo Expense user, how can I enable the Travel Module?

Written by Vicky
Updated over a week ago

Configure personal payment methods

How to add a personal payment method. Adding personal cards.

Written by Vicky
Updated over a week ago

Add a company card

Add one or multiple company cards for users

Written by Vicky
Updated over a week ago

Integrations

Connect your Uber app with Rydoo

Automatically send your Uber rides to Rydoo

Written by Seb
Updated over a week ago

E-conomic

Written by Sophie Ritter
Updated over a week ago

ERP Business Software

How to integrate your expense account into your business software.

Written by Vicky
Updated over a week ago

Cloud storage via Dropbox

Upload receipts directly out of Dropbox

Written by Vicky
Updated over a week ago

Slack integration

Connect your expense account to Slack

Written by Vicky
Updated over a week ago

Bankfeed to import transactions

Credit card connections: setting up your card feed

Written by Charlotte Ceustermans
Updated over a week ago

Connect with DirectID

Setup a direct feed for your card transactions.

Written by Vicky
Updated over a week ago

Troubleshooting (FAQ) connection DirectID

If any error occurs when trying to connect with DirectID, these tips & tricks can help.

Written by Vicky
Updated over a week ago

Connect to Belfius

Automated import of Belfius card transactions.

Written by Vicky
Updated over a week ago

Connect to KBC

How to import your KBC card transactions.

Written by Vicky
Updated over a week ago

Connect to ING

How to import your ING card transactions.

Written by Vicky
Updated over a week ago

Setup the connection for VISA via BCC

How to import your VISA card transactions.

Written by Vicky
Updated over a week ago

Sub articles

Upload custom field values through CSV

Written by Ruben Pelckmans
Updated over a week ago

Upload projects through CSV

Written by Ruben Pelckmans
Updated over a week ago

Upload categories through CSV

Written by Ruben Pelckmans
Updated over a week ago

Assign group approvers through CSV

Written by Ruben Pelckmans
Updated over a week ago

Assign project approvers through CSV

Written by Ruben Pelckmans
Updated over a week ago

Assign user approvers/controllers through CSV upload

Written by Ruben Pelckmans
Updated over a week ago

Upload users via CSV

Written by Ruben Pelckmans
Updated over a week ago