Topics covered in part 1
Topics covered in part 1
Topping up your Float Account
Inviting employees to your Expend account
Understanding role types and access levels
Ordering Expend cards
Updating payment methods for Expend subscription
Setting up email alerts and alert types
Adding categories or importing from accounting software
Adding tracking groups
Setting up Team Management and Approval Flows
Setting up Expense Policies
Topics covered in part 2
Topics covered in part 2
Card Connect™ - an industry first!
How to review expenses
How to export reports for month end
Two-Factor Authentication (2FA)
How to deactivate a member or remove an Admin
How to add multiple organisations to one Expend account