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Video: Expend for Admins

Learn about making Expend work for you in our video guides

Topics covered in part 1:

  • Topping up your Float Account (1:20)

  • Inviting employees to your Expend account (1:50)

  • Understanding role types and access levels (2:10)

  • Ordering Expend cards (2:45)

  • Updating payment methods for Expend subscription (3:25)

  • Setting up email alerts and alert types (3:45)

  • Adding categories or importing from accounting software (4:25)

  • Adding tracking groups (5:00)

  • Setting up Team Management and Approval Flows (5:35)

  • Setting up Expense Policies

Topics covered in part 2:

  • Card Connect™ - an industry first! (0:22)

  • How to review expenses (1:30)

  • How to export reports for month end (3:40)

  • Two-Factor Authentication (2FA) (4:48)

  • How to deactivate a member or remove an Admin (5:27)

  • How to add multiple organisations to one Expend account (6:10)

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