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Account Admin
Account Admin
Everything from adding a user to creating custom fields
51 articles in this collection
Written by
Jack
Add your users
Get your users setup on the account and start customising their profiles.
Written by
Jack
Updated over a week ago
View the Event Log
The event log enables account administrators to capture critical changes such as updated bank details.
Written by
Jack
Updated over a week ago
Import user data
Follow the steps in this help article to import your user data.
Written by
Jack
Updated over a week ago
User Permission Options
What are the different user permission options available.
Written by
Jack
Updated over a week ago
Add/Link users
Learn how to add existing users to your linked ExpenseIn accounts.
Written by
Jack
Updated over a week ago
Delete a linked user
Learn how to delete a linked user from one account.
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
Import department data
Follow the steps in this help article to import your department data.
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
Understanding approval flows
Explore how the system handles multiple approval flows and approval hierarchy.
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
Import category data
Follow the steps in this help article to import your category data
Written by
Jack
Updated over a week ago
Add a personal assistant (PA)
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
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
View users policy acceptance
How to view which users have accepted your company policy and who has not.
Written by
Jack
Updated over a week ago
Add an invoice policy
Follow the steps to create policy rules to apply to invoicing
Written by
Jack
Updated over a week ago
Receipt Verification
An overview of the Receipt verification feature
Written by
Jack
Updated over a week ago
Set up duty of care
How to enforce that your users upload their vehicle documents before they are able to submit their mileage expenses
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
Import project data
Follow the steps in this help article to import your project data.
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 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
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
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
Import existing mileage data
Follow the steps in this help article to import your existing mileage data.
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
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
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 new CSV 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
Add the mileage pdf report
How to add the mileage pdf report
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
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
Edit a CSV export format
To edit an existing CSV export format please follow the steps below.
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
Schedule a user as leaving
Schedule an employee leaving date to remove the user's access to their user account.
Written by
Jack
Updated over a week ago
Reinstate a leaver
How to give a user access to their account after being added as a leaver.
Written by
Jack
Updated over a week ago
Edit categories
Edit your existing categories.
Written by
Jack
Updated over a week ago
Edit a project
Edit an existing project.
Written by
Jack
Updated over a week ago
Delete a project
Delete a project to permanently remove access to a project on the account
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
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
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 or edit 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 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
Linked Accounts
This article explains how you can have access to multiple linked ExpenseIn accounts from one log in.
Written by
Jack
Updated over a week ago
Re-send a user invitation
How to send an invite email or resend one if it has expired.
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