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...

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41 articles in this collection
Written by Vicky and Sophie Ritter
Get started with your expense account

Checklist for the administrator

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

Creating your Company Account

Get started. Create your account. Download our app.
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Updated over a week ago

Company Profile

Complete the company information. Add currencies needed for reporting.
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Updated over a week ago

Setting up your Branches

Create the entities of your company.
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Working with a secondary currency

Are there different currencies applicable within your company? You have branches with different currencies?
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Setting up your Groups

Create the different departments/divisions/cost centers for each entity.
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Creating your Users

Add users and change their profile. Assign roles to users. Setup the approval flow of the company.
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Invitation mail

Activated users will receive an email to setup their password.
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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?
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Updated over a week ago

Rules

Implement your expense policies. Generate notifications for expenses breaking company policy.
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Roles and their permissions

What can you do with every role? Change the permissions per role.
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Categories

Setup the correct GL accounts. Create your chart of accounts.
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Updated over a week ago

Projects

How to create an overview of costs per project. Working with projects.
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Updated over a week ago

Custom fields

Add additional fields in expenses or trips. Create extra info fields in user details.
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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.
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Updated over a week ago

Tax Rates

Work with VAT. Create tax rates. Tax calculation.
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Updated over a week ago

Creating a Per Diems list (as administrator)

Daily allowances. Create your per diem lists. Working with per diems.
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Updated over a week ago

Different exports an administrator can create

Export users data. Export linked accounts.
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Updated over a week ago

Approval options

How can the approval flow be set up? What are the approval options?
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Updated over a week ago

Out of office for Approver and Controller

Appoint a temporary approver and/or controller in your absence.
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Link your account to other accounts

Want to upload and manage expenses for another user?
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Updated over a week ago

Forgot or change your password

You no longer remember your password? How to reset your password.
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Updated over a week ago

Add a secondary mail address

You want to forward receipts from more than one mail address?
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Updated over a week ago

Manage automated mail reminders

How frequently do you want to receive email notifications?
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Updated over a week ago

Enabling the Travel Module

I am a Rydoo Expense user, how can I enable the Travel Module?
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Updated over a week ago

Configure personal payment methods

How to add a personal payment method. Adding personal cards.
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Updated over a week ago

Add a company card

Add one or multiple company cards for users
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Updated over a week ago