Day-to-Day Expensing

Your go-to-guide from adding expenses to approving them and creating reports.

Vicky avatar Sophie Ritter avatar Bram Troch avatar +7
82 articles in this collection
Written by Vicky, Sophie Ritter, Bram Troch and 7 others

Change Language in Web

Personal: How to change the language preference in the web?
ronella daylo avatar
Written by ronella daylo
Updated yesterday

Approving an expense/s

Approver: How to approve expenses?
ronella daylo avatar
Written by ronella daylo
Updated this week

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

Scan Receipt/s for a Linked Account

Personal: Capture receipt in behalf of other user/s
Enrica Mae Luntad avatar
Written by Enrica Mae Luntad
Updated this week

No Items Were Found

Finance: Got "no items were found" message when running accounting report
Enrica Mae Luntad avatar
Written by Enrica Mae Luntad
Updated this week

Enable/disable the Reimbursable checkbox

Admin: enable/disable reimbursable checkbox
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Modifying Exchange Rate

Personal: Exchange rate source and updating exchange rate value
Enrica Mae Luntad avatar
Written by Enrica Mae Luntad
Updated this week

Warning 'No Per Diems to be created'

Admin: Warning 'No Per diems to be created'
ronella daylo avatar
Written by ronella daylo
Updated this week

Expense & Policy Warnings

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

Recall an expense after submitting

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

Rejecting expenses

Approver/Controller/Finance: reject expenses
ronella daylo avatar
Written by ronella daylo
Updated this week

Retrieving a deleted Report

Retrieve a deleted report
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Adding an expense via Webcam

Personal: add expense through Webcam
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Reject Reason

Admin: create reject reason
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Rejected Expense

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

Where are my expenses?

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Assigning Category to a Tax Rate

Admin: Assign Category Tax Rate
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Expense History

Personal: Expense history workflow
Enrica Mae Luntad avatar
Written by Enrica Mae Luntad
Updated this week

Can I approve my own expense?

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

Approve/Reject expenses with the mobile app

Approver: Approve/Reject expenses mobile app
ronella daylo avatar
Written by ronella daylo
Updated this week

Accessing a Linked Account

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

Retrieve a deactivated Payment Method

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

Link Accounts - Accept Request

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

Deleting an Expense

Delete an expense
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Change the currency in a Branch

Admin: Change currency Branch
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Link Accounts - Request for Access

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

Edit an expense

Personal: edit an expense
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Expenses disappeared from Overview

Personal: Expenses disappeared/missing from Overview
Enrica Mae Luntad avatar
Written by Enrica Mae Luntad
Updated over a week ago

Editing multiple expenses

Personal: edit multiple expenses
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

End or complete an advance

No longer need the advance? Want to finish the advance?
Vicky avatar
Written by Vicky
Updated over a week ago

Split an Expense

Personal: Split expense
ronella daylo avatar
Written by ronella daylo
Updated over a week ago

Status of an Expense

Different Expense status
Enrica Mae Luntad avatar
Written by Enrica Mae Luntad
Updated over a week ago

Create and submit expenses

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Approving and controlling expenses

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Link expenses to transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago
Plug & play integrations

Xero Manual

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

Xero: Help my export failed

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

Xero: Error Reason: No expenses were reported

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

Xero: The document date cannot be before the period lock date

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

Xero: The TaxType code cannot be used with account type code ‘....’

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

Xero: This category doesn't belong to your connected accounting software. Please check the source of the categories in your company settings.

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

Xero: Please link a bank account to your payment methods under users in the company settings.

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

Quickbooks Error Message: The payment method was not available in your accounting software

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

Quickbooks Error Message: VendorNotFound

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

Quickbooks Error Message: This expense could not be exported, please contact support with an image of your expense if possible.

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

Quickbooks Error Message: Account Period Closed

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

Quickbooks Error Message: The category is not available in your accounting software.

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

Quickbooks: Help my export failed

Sophie Ritter avatar
Written by Sophie Ritter
Updated over a week ago
Specific articles

Upload per diem via web

Ruben Pelckmans avatar
Written by Ruben Pelckmans
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

Forward via Email

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Upload mileage via web

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Snap a picture via mobile

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Unable to submit my expenses

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

Notification 'no card found' after uploading a statement

How come the automated matching process does not start?
Vicky avatar
Written by Vicky
Updated over a week ago

Allocate the approver or controller of an expense

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Adding attendees

Tag your attendees in your expenses via the comment field
Connor Waldron avatar
Written by Connor Waldron
Updated over a week ago

Matching transactions with expenses

Match an expense with a transaction. Reconcile transactions and expenses.
Vicky avatar
Written by Vicky
Updated over a week ago

Steps to approve expenses

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

Controlling the approved expenses

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

Manual upload of transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Send a reminder to user or approver

Vicky avatar
Written by Vicky
Updated over a week ago

Potential Duplicates

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

Duplicate Status

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

Validate your credit card in Rydoo

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

Transactions uploaded for users by Finance

Vicky avatar
Written by Vicky
Updated over a week ago

Uploading transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Automated upload of transactions

Ruben Pelckmans avatar
Written by Ruben Pelckmans
Updated over a week ago

Upload your own transactions

Vicky avatar
Written by Vicky
Updated over a week ago