Account Admin | ExpenseIn Help Centre

ExpenseIn Help Centre

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Account Admin

Account Admin

Everything from adding a user to creating custom fields.

Manage your ExpenseIn company account details

View the Event Log

Download your admin data

Linked Accounts

Import user data

User Permission Options

Edit user details, permissions and settings

Re-send a user invitation

Schedule a user as leaving

Reinstate a leaver

Set out of office on behalf of an approver

Delete a linked user

Set up your departments

Import department data

Edit a department

Delete departments

Create, edit and assign an expense policy

Create, edit and assign an invoice policy

Delete an expense or invoice policy

View users policy acceptance

Policy rules - Expenses

Policy rules - Mileage

Policy rules - Category Limits

Policy rules - Receipts

Policy rules - Duty of care

Understanding approval flows

Set up an approval flow

Edit an approval flow

Delete an approval flow

Add a personal assistant (PA)

Delete a PA Assist setup

Add your categories

Import category data

Edit categories

Delete categories

Add your projects

Import project data

Delete a project

Add or edit tax rates

Delete tax rates

Mileage and Fuel Rates

Change mileage rate settings

Change fuel rates

Update mileage and fuel rates to calculate VAT on mileage expenses

Delete mileage and fuel rates

Add your company cars

Import company car data

Edit a company car

Delete a company car

Existing Mileage

Adding existing mileage

Import existing mileage data

Edit or delete existing mileage

Enable reminders

Purchase Methods

Add custom purchase methods

Edit or delete custom purchase methods

Add known merchants

Edit or delete known merchants

Create a custom field

Edit or delete a custom field

Reorder custom fields

Standard expenses export formats

Standard invoicing export formats

Add new CSV export formats

Edit a CSV export format

Delete an export format

Add an export format to different areas

Set up user groups

Edit or delete user groups

Edit or delete time rates

Add custom exchange rates

Edit or delete custom exchange rates

Advanced Settings

Advanced settings

Advanced Settings: Expenses tab

Advanced Settings: Receipts tab

Advanced Settings: Invoices tab

Advanced Settings: Approval tab

Advanced Settings: Finance tab

Advanced Settings: Notifications tab

Advanced Settings: New Users tab

Advanced Settings: Account tab