Looking for some guidance during your first steps as a Finance user in Rydoo? This guide will walk you through step-by-step.
Before following this guide specifically for Finance, feel free to first read through our general Intro to Rydoo and the guide for Users (login, profile, download Mobile App, ...).
Create (accounting) reports 📄
As Finance, your main task is to create (accounting) reports. This is easy to do in Rydoo.
Edit, delete or reject expenses 🖊️
Next to creating reports, Finance users can also edit, delete or reject expenses, if the company policy allows this.
Send reminders 🔔
You might want to remind other users, for example the following situations:
- Remind users to submit expenses
- Remind approvers/controllers to approve/control expenses
- Remind a user to match their transactions
The user in charge will receive an e-mail reminder.
Add and remove columns in the expense overview 📂
You can customise their expense overview. You can add and remove columns.
Use filters or use the search bar 🔎
If you're looking for certain expenses, you can either filter expenses or use the search bar.
Continue exploring Rydoo 🔎
There is lots more to learn and explore in Rydoo. The following articles can be useful to check out:
Expense
- Actions within expense page
- To report tab
- All expenses tab
- Show reported expenses
- Un-report expenses
- Un-report multiple expenses
- Set expenses as reported manually
- Multi-edit expenses
- Reject an expense
- Delete an expense
- Send a reminder
Transactions
- Import transactions for other users
- Create expenses from a transaction
- Delete a transaction
- Disable matching for a specific transaction
- Enable matching for a specific transaction
- Change the currency of a transaction
- Remind a user to match their transactions
- Export transactions to CSV
Reports
- Create a standard report
- Create an accounting report
- Accounting report options
- Export file to connector
- View exported reports
- Track exported reports
- Send a report copy via email
Troubleshooting