Skip to main content
Search for articles...
All Collections
Admin
Admin
Set up and manage your company ExpenseIn account settings.
J
By Jack
1 author
91 articles
Download your admin data
Linked Accounts
Manage your ExpenseIn company account details
View the Event Log
Users
Add a user
Import user data
User permission options
Edit user details, permissions and settings
Delete a user
Re-send a user invitation
Schedule a user as leaving
Reinstate a leaver
Set Out of Office on behalf of an approver
Add/Link users
Delete a linked user
Departments
Add a department
Import department data
Edit a department
Delete a department
PA Assist
Add a personal assistant (PA)
Edit PA Assist
Delete a PA Assist setup
User Groups
Add a user group
Edit or delete a user group
Company Cars
Add a company car
Import company car data
Edit a company car
Delete a company car
Categories
Add a category
Import category data
Edit a category
Delete a category
Projects
Add a project
Import project data
Edit a project
Delete a project
Approval Flows
Understanding approval flows
Add an approval flow
Edit an approval flow
Delete an approval flow
Policies
Create, edit and assign an expense policy
Create, edit and assign an invoice policy
Delete an expense or invoice policy
View user policy acceptance
Policy rules - Expenses
Policy rules - Mileage
Policy rules - Category Limits
Policy rules - Receipts
Policy rules - Duty of Care
Merchants
Add a merchant
Edit or delete a merchant
Purchase Methods
Add a custom purchase method
Edit or delete a custom purchase method
Export Formats
Standard expenses export formats
Standard invoicing export formats
Add a new CSV export format
Edit a CSV export format
Delete an export format
Add an export format to different areas
Reminders
Enable reminders
Tax Rates
Add a tax rate
Delete a tax rate
Edit a tax rate
Mileage and Fuel Rates
Add a mileage rate
Add a fuel rate
Update mileage and fuel rates to calculate VAT on mileage expenses
Delete a mileage or fuel rate
Edit a mileage rate
Edit a fuel rate
Time Rates
Add a time rate
Edit or delete a time rate
Exchange Rates
Add a custom exchange rate
Edit or delete a custom exchange rate
Custom Fields
Create a custom field
Edit or delete a custom field
Reorder custom fields
Existing Mileage
Add existing mileage
Import existing mileage data
Edit or delete existing mileage
Account Branding
Add your company branding
Edit your company branding
Delete your company branding
Additional Settings
Additional Settings
Additional Settings: Expenses tab
Additional Settings: Receipts tab
Additional Settings: Invoices tab
Additional Settings: Approval tab
Additional Settings: Finance tab
Additional Settings: Notifications tab
Additional Settings: New Users tab
Additional Settings: Account tab
