Home Administrators and Events Coordinators

Administrators and Events Coordinators

  1. Manage Internal Users and Roles

    1. Setting up new users

    2. What Roles Can be Assigned to a User?

    3. Managing User Profiles

    4. Invite/Re-invite Users

    5. Delete vs. Deactivate User Profiles

    6. How to log as another user (as an Admin)

  2. Manage Guests

    1. Adding guest to your event

    2. Creating health care professional (HCP) travelers

  3. Events

    1. Learn More About Events

    2. Create an Event

    3. Manage and monitor your event

    4. View your event RSVP link

    5. SMS Notifications

    6. Email Notifications

  4. Travel

    1. Travel Policy for Events

    2. How to Book Travel (Arrange) for Others

    3. Locate a Draft or Booked Trip (User)

    4. View All Company Trips (Admin or Arranger)

  5. Payment

    1. Connect your Card and issue individual virtual Cards

    2. Shared (centralized) payment card(s) for travel

  6. Expense

    1. Expense made simple

    2. Creating Fields

    3. Field Dependencies

    4. Default automation rules

    5. Field Code Approvers

    6. Mapping Expense Categories

    7. Setting Mileage Rates

    8. Setting Tax Codes (rates)

    9. Creating and managing spend rules

    10. Creating and managing recipients

    11. Managing people groups

    12. End-to-End Test for Spend Management

  7. Finance System Connection

    1. Connecting to Xero Accounting

    2. Connecting to Sage Accounting Online

    3. Connecting to Quickbooks

    4. All Finance Systems Integration

  8. Reporting

    1. Spend Reporting Dashboard

    2. Predefined Spend Reports

    3. Spend Report Builder

    4. Multi Company Reporting

    5. Travel Reports

    6. Tag/Purpose in travel booking and reporting

  9. Travel Invoices (receipts)

    1. Access Travel Invoices (receipts)

    2. US - Paying for Travel & Locating Invoices/Receipts

    3. UK - Paying for Travel & Locating Invoices/Receipts