Expend for Administrators

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

33 articles
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Written by Herman and Jess Williamson

Inviting a member

Add users to your organisation by inviting them to join
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Written by Herman. Updated over a week ago

User Roles

The three different user roles that affect what a user can see and do
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Written by Jess Williamson. Updated over a week ago

Custom categories

How to create, edit and map categories
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Written by Herman. Updated over a week ago

Custom tax types

How to set up and manage custom tax types in Expend
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Written by Herman. Updated over a week ago

Tracking for expenses

Create or import tracking categories and options and assign them to expense items
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Written by Herman. Updated over a week ago

Company Payment Methods

Setting up company payment methods that members can use for their expenses
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Written by Herman. Updated over a week ago

Mileage tracking setup

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Written by Herman. Updated over a week ago

Team Management

Organise members of your organisation into teams and assign team reviewers to each team to better manage their expenses
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Written by Herman. Updated over a week ago

Making changes in your team

Removing members, cancelling cards, inviting members, and ordering new cards (or replacement cards)
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Written by Herman. Updated over a week ago

Inviting or removing a member

How to manage your organisations members
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Written by Herman. Updated over a week ago

Creating a new organisation

How to create a new organisation alongside an existing one on the Expend dashboard
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Written by Herman. Updated over a week ago

Setting up Document Scanner email submission for members

How to give members of your company the ability to email invoices and receipts for automatic processing
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Written by Herman. Updated over a week ago

Document Scanner email templates

Setting up email templates that will automatically fill in default values for expenses created via Document Scanner
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Written by Herman. Updated over a week ago

Email forwarding rules

Find out how emails with invoices or receipts can be forwarded to Document Scanner automatically with email forwarding rules
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Written by Herman. Updated over a week ago

Managing corporate cards (Administrator)

How you can use and manage your business Visa debit or credit cards and expenses with Expend
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Written by Herman. Updated over a week ago

Billing

How to pay for your Expend subscription and view your invoices
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Written by Herman. Updated over a week ago

Direct Debit setup with multiple signatories

How to set up a Direct Debit when more than one person is required to authorise it
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Written by Herman. Updated over a week ago