Users

• Add users manually
• Import users via xlsx file 
• Assign roles to users (Finance, Director, Treasurer, Analyst, Administrator, Branch manager)
• Edit a user's personal info
• Set up user properties
• Edit user's preferences

See all 13 articles

Groups and branches

• Add groups manually
• Upload groups via csv file
• Add branches

Roles and permissions

• Roles and permissions: Approver and Controller
• Roles and permissions: Finance
• Roles and permissions: Director
• Roles and permissions: Personal

Payment methods

• Add a payment method manually as Admin
• Import payment methods
• Change a personal card to a company card as an Admin
• Enable auto-create expenses from transactions
• Understand the Payment Methods page

Categories

• Add a category manually
• Import categories via xlsx
• Update categories via export/import
• Limit categories to specific groups
• Set a parent category
• Activate or deactivate a category

See all 12 articles

Projects

• Add a project manually
• Upload projects list

Custom fields

• Add a custom field
• Add custom field list items
• Limit custom fields to roles, categories or branches
• Limit custom field list items to branches or projects
• Set a custom field list item as default

Approval flow

• Approval flow: overview
• Assign approvers/controllers to users
• Assign approvers/controllers to groups
• Assign approvers/controllers to branches
• Assign approvers/controllers to projects
• Assign approvers/controllers to custom field

See all 9 articles

Expense rules

• Create an expense rule
• Create a rule based on amount per night
• Create rule warnings on the amount per day/week/month/year, incl. the total already spent

Reject reasons

• Create a reject reason
• Add translations of reject reasons

Mileage

• Add a mileage rate
• Change a mileage rate
• Add a sub rate to a mileage rate
• Add a mileage rate with different currency

Tax rates

• Create or update tax rates manually
• Import or update tax rates in bulk

Per diems

• Import per diem rates
• Error: “No per diems to be created”

Plan and billing

• Rydoo billing & payment basics
• Your plan details
• Upgrade or change your plan
• Payment methods (plan & billing)
• Yearly vs monthly billing intervals
• Invoices history

See all 12 articles

Advanced settings

• Make merchant/category/project/paid with/comment/country field required in an expense
• Show the category/project/VAT amount and VAT percentage/country field in all expenses
• Hide reported expenses for users
• Enable additional attachments in expenses
• Deactivate mileage expenses
• Activate invoice checkbox

See all 14 articles

Compliance and security

• 🇧🇪 Extended reporting requirement for business expenses in Belgium
• 🇩🇪 Three-month rule in Germany
• 🇬🇧 UK Mileage Report
• 🇲🇽 XML validation Mexico (ENG)
• 🇲🇽 XML validation Mexico (ES)
• How long is my data stored and how safe is it?