Home Admin Setup Guides

Admin Setup Guides

  1. Expense Settings

    1. Purchase, Justify, Approve : 3 steps to managing employee spend

    2. All Finance Systems Integration

    3. Creating Fields

    4. Field Dependencies

    5. Default automation rules

    6. Field Code Approvers

    7. Mapping Expense Categories

    8. Setting Mileage Rates

    9. Setting Tax Codes (rates)

    10. Connect Corporate Card

    11. Creating and managing spend rules

    12. Creating and managing recipients

    13. Managing people groups

    14. Authorize users to create cash expenses

    15. Map Connected Cards to Users

    16. End-to-End Test for Spend Management

    17. Team Training for Spend Management

    18. Getting started...

  2. General System Info

    1. How to request a password re-set

    2. Company Settings Overview