Import your data

Take advantage of our Import button for setting up Departments, Categories, Projects and Users in Admin.

Written by Jack
Updated over a week ago

Add your users

Get your users setup on the account and start customising their profiles.

Written by Jack
Updated over a week ago

Edit a project

Edit an existing project.

Written by Jack
Updated over a week ago

Edit user details, permissions and settings

You can change your users details, permissions and settings at anytime if you are an Admin user.

Written by Jack
Updated over a week ago

Set up your departments

Group your users into the relevant department to allow departmental reporting within the finance section.

Written by Jack
Updated over a week ago

Add your categories

Edit existing categories or add your own to match any nominal codes that you use.

Written by Jack
Updated over a week ago

Edit categories

Edit your existing categories.

Written by Jack
Updated over a week ago

Add your projects

Add your projects so that your users can assign expenses to them. The finance team can then report on project expenditure.

Written by Jack
Updated over a week ago

Set up approval

Approval flows define the expense authorisation hierarchy. Apply approval flows to projects, departments and users.

Written by Jack
Updated over a week ago

Edit an approval flow

Add, edit or delete an approval flow stage.

Written by Jack
Updated over a week ago

Delete an approval flow

You can delete an approval flow from Admin if it is no longer assigned to any users.

Written by Jack
Updated over a week ago

Understanding approval flows

Explore how the system handles multiple approval flows and approval hierarchy.

Written by Jack
Updated over a week ago

Set up user groups

Group your users independent to any departmental structure. This is useful when setting up visibilities in the Admin area.

Written by Jack
Updated over a week ago

Add an expense policy

Policies define the rules and limits for expense claims. You can customise your policies and assign them to users.

Written by Jack
Updated over a week ago

Create a custom field

Add your own additional fields that can be populated when creating new users, expenses and projects.

Written by Jack
Updated over a week ago

Adding existing mileage

Adding existing mileage into ExpenseIn will ensure that any mileage rate limits take into account the user's mileage prior to ExpenseIn.

Written by Jack
Updated over a week ago

Change mileage rate settings

Manage your mileage rates for personal car mileage.

Written by Jack
Updated over a week ago

Change fuel rates

Configure your vehicle specifications if claiming back VAT on mileage expenses or using company cars.

Written by Jack
Updated over a week ago

Add your company cars

Assign company vehicles to your employees to enable the advanced mileage log form for them to record and submit monthly mileage.

Written by Jack
Updated over a week ago

Add time rates

Add your own time rates which can be selected by end-users when creating time expenses.

Written by Jack
Updated over a week ago

Add a personal assistant

Set up users so they can assist other users by creating and submitting expenses on their behalf.

Written by Jack
Updated over a week ago

Edit PA Assist

Add or remove users to assist in a existing PA Assist setup.

Written by Jack
Updated over a week ago

Delete a PA Assist setup

Remove a PA Assist setup if no longer required.

Written by Jack
Updated over a week ago

Add export formats

Create your own CSV file to allow you to export your expenses from the Finance section and import into your accounting package.

Written by Jack
Updated over a week ago

Change tax rates

We have pre-populated your account with your local tax rates. You can edit and add tax rates as required.

Written by Jack
Updated over a week ago

Add custom purchase methods

In addition to the system purchase methods, you can add your own purchase methods.

Written by Jack
Updated over a week ago

Add custom exchange rates

Add your own exchange rates which will be used when converting international expenses.

Written by Jack
Updated over a week ago

Add known merchants

Add in the names of suppliers you use regularly and they will appear in the time-saving auto-complete list on the expense claim form.

Written by Jack
Updated over a week ago

Enable reminders

Remind users to submit their expenses and remind approvers to approve expenses within the expense cycle deadline.

Written by Jack
Updated over a week ago

Advanced settings

This is where you can customise your account by toggling on features that are important to you.

Written by Jack
Updated over a week ago

Add/Link users

Add existing users from your linked ExpenseIn accounts. Once added, you will be able to manage the users within this account.

Written by Jack
Updated over a week ago

Delete a user

Delete a user account to permanently remove an individuals access to their ExpenseIn account for your company.

Written by Jack
Updated over a week ago

Download your admin data

How to download your user, category, project and company car information

Written by Jack
Updated over a week ago