Account Admin

Everything from adding a user to creating custom fields

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35 articles in this collection
Written by Jack

User Permission Options

What are the different user permission options available.
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Written by Jack
Updated over a week ago

Delete your leavers

When an employee has left your business, you can delete them as an ExpenseIn user and retain their expense information.
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Written by Jack
Updated over a week ago

Import your data

Take advantage of our Import button for setting up Departments, Categories, Projects and Users in Admin.
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Written by Jack
Updated over a week ago

Add your users

Get your users setup on the account and start customising their profiles.
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Written by Jack
Updated over a week ago

Edit a project

Edit an existing project.
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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.
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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.
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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.
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Written by Jack
Updated over a week ago

Edit categories

Edit your existing categories.
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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.
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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.
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Written by Jack
Updated over a week ago

Edit an approval flow

Add, edit or delete an approval flow stage.
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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.
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Written by Jack
Updated over a week ago

Understanding approval flows

Explore how the system handles multiple approval flows and approval hierarchy.
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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.
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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.
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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.
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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.
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Written by Jack
Updated over a week ago

Change mileage rate settings

Manage your mileage rates for personal car mileage.
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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.
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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.
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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.
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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.
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Written by Jack
Updated this week

Edit PA Assist

Add or remove users to assist in a existing PA Assist setup.
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Written by Jack
Updated over a week ago

Delete a PA Assist setup

Remove a PA Assist setup if no longer required.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Jack
Updated this week

Add/Link users

Add existing users from your linked ExpenseIn accounts. Once added, you will be able to manage the users within this account.
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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.
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Written by Jack
Updated over a week ago

Download your admin data

How to download your user, category, project and company car information
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Written by Jack
Updated over a week ago