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Account Admin
Account Admin
Everything from adding a user to creating custom fields.
J
By Jack
1 author
84 articles
Manage your ExpenseIn company account details
View the Event Log
Download your admin data
Linked Accounts
Users
Add your users
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
Set up your departments
Import department data
Edit a department
Delete departments
Policies
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
Approval Flows
Understanding approval flows
Set up an approval flow
Edit an approval flow
Delete an approval flow
PA Assist
Add a personal assistant (PA)
Edit PA Assist
Delete a PA Assist setup
Categories
Add your categories
Import category data
Edit categories
Delete categories
Projects
Add your projects
Import project data
Edit a project
Delete a project
Tax Rates
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
Company Cars
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
Reminders
Enable reminders
Purchase Methods
Add custom purchase methods
Merchants
Add known merchants
Edit or delete known merchants
Custom Fields
Create a custom field
Edit or delete a custom field
Reorder custom fields
Export Formats
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
User Groups
Set up user groups
Edit or delete user groups
Time Rates
Add time rates
Edit or delete time rates
Exchange 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