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

Rules

Implement your expense policies. Generate notifications for expenses breaking company policy.

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

Appoint a temporary approver and/or controller in your absence.

Written by Vicky
Updated over a week ago

Link your account to other accounts

Want to upload and manage expenses for another user?

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

E-conomic

Written by Sophie Ritter
Updated over a week ago

Exact Online

Written by Sophie Ritter
Updated over a week ago

Quickbooks Online

Written by Sophie Ritter
Updated over a week ago

Xero

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

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 MC via SmartData

How to import your MasterCard 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