ExpenseIn Help Centre

Admin

Set up and manage your company ExpenseIn account settings.

By Jack1 author91 articles

Download your admin data

Linked Accounts

Manage your ExpenseIn company account details

View the Event Log

Users

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

Departments

Add a department

Import department data

Edit a department

Delete a department

PA Assist

Add a personal assistant (PA)

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

Import category data

Edit a category

Delete a category

Projects

Import project data

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

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

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