Expend

Add users to your organisation by inviting them to join

Inviting a member

The three different user roles that affect what a user can see and do

User Roles

Custom categories

How to set up and manage custom tax types in Expend

Custom tax types

Create or import tracking categories and options and assign them to expense items

Tracking for expenses

Setting up company payment methods that members can use for their expenses

Company Payment Methods

Mileage tracking setup

Organise members of your organisation into teams and assign team reviewers to each team to better manage their expenses

Team Management

Removing members, cancelling cards, inviting members, and ordering new cards (or replacement cards)

Making changes in your team

Inviting or removing a member

How to create a new organisation alongside an existing one on the Expend dashboard

Creating a new organisation

How to give members of your company the ability to email invoices and receipts for automatic processing

Setting up Document Scanner email submission for members

Setting up email templates that will automatically fill in default values for expenses created via Document Scanner

Document Scanner email templates

Find out how emails with invoices or receipts can be forwarded to Document Scanner automatically with email forwarding rules

Email forwarding rules

How you can use and manage your organisation’s business Visa debit or credit cards and expenses with Expend

Managing connected cards (Administrator)

How to pay for your Expend subscription and view your invoices

Billing

How to set up a Direct Debit when more than one person is required to authorise it

Direct Debit setup with multiple signatories

Herman

Jess Williamson

Managing your company account. Including managing users and cards, monitoring your account, and completing expenses as a user with the Administrator role

Expend for Administrators

How to approve, reject, or request changes to expenses

Reviewing expenses

How to use Approve on the Move to review expenses in the Expend mobile app

Reviewing expenses in the mobile app

Everything you need to know about exporting records of expenses

Exporting expenses (Administrator)

An introduction to the latest update to the Expend dashboard, incorporating the new inbox, document scanner and revised navigation

The Inbox: Explained

Expense Management for Administrators

The information and documents you need to provide for verification when applying to use Expend payment cards

Verification information and documents

Topping up your float account so that you can fund your organisation’s Expend cards

Loading money to your account

Expend card types

How to order Expend cards for members of your organisation

Ordering an Expend card

Replacing an Expend card

You can cancel an Expend card if the card has been lost or if the cardholder is leaving your organisation

Cancelling an Expend card

Learn about keeping company spending in check with spending policies

Spending policies

How to set a spending policy for an Expend Flex card

Setting a spending policy

How to manage funds available on your organisation’s Expend Classic cards

Funding Expend Classic cards

How to see all the Expend card transactions for a particular user

View a user’s card transactions

How to download your Expend card transactions to a CSV file to use with your personal or business accounting software, or as a PDF statement

Exporting your transactions

Learn more about cash management in Expend

Cash Management for Administrators

An updated article regarding fee changes and limits effective from December 2022

Expense Management for Administrators

Expend Card for Administrators