ExpenseIn

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Setting up and managing the Ad Hoc expenses module.

Ad Hoc Expenses

An overview of the Ad Hoc module's Manage Ad Hoc Users area.

Manage Ad Hoc Users area

How to download your Ad Hoc user and preregistrations data.

Download your Ad Hoc data

How to add your Ad Hoc users in the Ad Hoc module.

Add ad hoc users

Follow the steps in this help article to import your ad hoc user data.

Import Ad Hoc users

Edit your Ad Hoc users' names, email addresses, user groups and bank details.

Edit ad hoc users

How to add a preregistration in the Ad Hoc module.

Add a preregistration

Preregister your Ad Hoc users by importing a CSV file containing their user details.

Import preregistrations

How to edit an existing preregistration in your Ad Hoc module.

Edit a preregistration

How to delete your Ad Hoc users and preregistrations from the Manage Ad Hoc Users area of your ExpenseIn account.

Delete Ad Hoc users and preregistrations

How to send an invitation email to your Ad Hoc users and resend an Ad Hoc user's invitation if it has expired.

Re-send an Ad Hoc user invitation

How to send or re-send an invitation email to your Ad Hoc preregistration users.

Re-send an Ad Hoc preregistration user invitation

Manage Ad Hoc Users

Manage your Ad Hoc module by implementing your own brand colours, expense policy, approval flows and more.

Ad Hoc settings

Complete your Ad Hoc white label configuration by adding a custom domain.

Add a custom domain

Explore how the system handles multiple approval flows and approval hierarchy for the Ad Hoc module.

Understanding ad hoc approval flows

Ad Hoc Settings

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