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...

33 articles in this collection
Written by Evi Van Winckel
Get started with your expense account

Checklist for the administrator

A handy list to manage and define the company settings
Written by Evi Van Winckel
Updated over a week ago

Creating your Company Account

Get started. Create your account. Download our app.
Written by Evi Van Winckel
Updated over a week ago

Company Profile

Complete the company information. Add currencies needed for reporting.
Written by Evi Van Winckel
Updated over a week ago

Setting up your Branches

Create the entities of your company.
Written by Evi Van Winckel
Updated over a week ago

Setting up your Groups

Create the different departments/divisions/cost centers for each entity.
Written by Evi Van Winckel
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 Evi Van Winckel
Updated over a week ago

Rules

Implement your expense policies. Generate notifications for expenses breaking company policy.
Written by Evi Van Winckel
Updated over a week ago

Roles and their permissions

What can you do with every role? Change the permissions per role.
Written by Evi Van Winckel
Updated over a week ago

Categories

Setup the correct GL accounts. Create your chart of accounts.
Written by Evi Van Winckel
Updated this week

Projects

How to create an overview of costs per project. Working with projects.
Written by Evi Van Winckel
Updated over a week ago

Custom fields

Add additional fields in expenses or trips. Create extra info fields in user details.
Written by Evi Van Winckel
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 Evi Van Winckel
Updated over a week ago

Tax Rates

Work with VAT. Create tax rates. Tax calculation.
Written by Evi Van Winckel
Updated over a week ago

Per Diems

Daily allowances. Create your per diem lists. Working with per diems.
Written by Evi Van Winckel
Updated over a week ago

Different exports an administrator can create

Export users data. Export linked accounts.
Written by Evi Van Winckel
Updated over a week ago

Approval options

How can the approval flow be set up? What are the approval options?
Written by Evi Van Winckel
Updated over a week ago

Out of office for Approver and Controller

Appoint a temporary approver and/or controller in your absence.
Written by Evi Van Winckel
Updated over a week ago

Link your account to other accounts

Want to upload and manage expenses for another user?
Written by Evi Van Winckel
Updated over a week ago

Forgot or change your password

You no longer remember your password? How to reset your password.
Written by Evi Van Winckel
Updated over a week ago

Manage automated mail reminders

How frequently do you want to receive email notifications?
Written by Evi Van Winckel
Updated over a week ago

Enabling the Travel Module

I am a Rydoo Expense user, how can I enable the Travel Module?
Written by Evi Van Winckel
Updated over a week ago

Configure personal payment methods

How to add a personal payment method. Adding personal cards.
Written by Evi Van Winckel
Updated over a week ago

Add a company card

Add one or multiple company cards for users
Written by Evi Van Winckel
Updated over a week ago