ExpenseIn

Learn how to set up email notifications when expenses or invoices have been approved and are awaiting processing in the Finance area.

How do I turn on Finance notification emails for approved expenses or invoices?

Learn how to create an approval flow stage with multiple shared approvers.

How do I create a shared approval flow?

Learn how ExpenseIn calculates the exchange rates for foreign currency expenses.

How are exchange rates calculated?

Learn how to find a copy of your delivered files along with the history from the user update.

How do I view the history of my inbound file delivery user updates?

Learn how to capture carbon footprint data to aid CO2 reporting.

How can I capture carbon footprint (CO2) data?

Learn how to stay up-to-date with the most recent version of the Sage 50 integration connector.

How do I get the latest version of the Sage 50 integration connector?

Cancel pending posting when using the ExpenseIn Integration Connector.

How can I cancel pending postings to Sage 50?

Learn how to troubleshoot and retry your failed expense posting to Sage 50.

Why has my Sage 50 expense posting failed?

Learn how to troubleshoot and retry your failed expense posting to AccountsIQ.

Why has my AccountsIQ expense posting failed?

Learn how to troubleshoot and retry your failed expense posting to Sage 200c Standard.

Why has my Sage 200c Standard expense posting failed?

Learn how to troubleshoot and retry your failed expense posting to Sage200c Professional.

Why has my Sage 200c Professional expense posting failed?

Learn how to troubleshoot and retry your failed expense posting to Sage Accounting.

Why has my Sage Accounting expense posting failed?

Learn how to troubleshoot and retry your failed expense posting to QuickBooks.

Why has my QuickBooks expense posting failed?

Learn how to troubleshoot and retry your failed expense posting to Xero.

Why has my Xero expense posting failed?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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