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
42 articles
- Adding users to your organisationYou can add users to your Expend organisation by inviting or manually creating them
- User RolesThe three different user roles that affect what a user can see and do
- Custom categoriesHow to create, edit and map categories
- Custom tax typesHow to set up and manage custom tax types in Expend
- Tracking for expensesCreate or import tracking categories and options and assign them to expense items
- Company Payment MethodsSetting up company payment methods that members can use for their expenses
- Mileage tracking setup
- Team ManagementOrganise members of your organisation into teams and assign team reviewers to each team to better manage their expenses
- Removing a memberHow to remove a member from your organisation
- Making changes in your teamRemoving members, cancelling cards, inviting members, and ordering new cards (or replacement cards)
- Creating a new organisationHow to create a new organisation alongside an existing one in the Expend web app
- Setting up Document Scanner email submission for membersHow to give members of your company the ability to email invoices and receipts for automatic processing
- Document Scanner email templatesSetting up email templates that will automatically fill in default values for expenses created via Document Scanner
- Email forwarding rulesFind out how emails with invoices or receipts can be forwarded to Document Scanner automatically with email forwarding rules
- Managing connected cards (Administrator)Using Card Connect to manage your organisation’s business Visa debit or credit cards and expenses with Expend
- Hiding transactions that don’t need to be expensedHow to remove a transaction from the inbox if it doesn’t need to be expensed
- BillingHow to pay for your Expend subscription and view your invoices
- Direct Debit setup with multiple signatoriesHow to set up a Direct Debit when more than one person is required to authorise it
- Two-Factor Authentication (2FA)
- Automated expense categorisationGenerative AI-powered auto-categorisation is now available on the Expend web app and mobile app
- Reimburse employeesReimburse employees for expense claims and mileage claims by paying from your business bank account through Expend
- Approval FlowsRefine your organisation’s expense approval process with approval flows for teams or individuals based on expense conditions
- Reviewing expensesHow to review expenses in the Inbox
- Reviewing expenses in the mobile appHow to use Approve on the Move to review expenses in the Expend mobile app
- Bulk ReviewHow to use Bulk Review to turbocharge your expense reviews and approve multiple expenses at a time
- Exporting expenses (Administrator)Everything you need to know about exporting records of expenses
- The Inbox: ExplainedAn introduction to the latest update to the Expend web app, incorporating the new inbox, document scanner and revised navigation
- Expense PoliciesUsing expense policies to ensure that expenses meet your organisation’s requirements
- KYC verification for Expend Visa cardsOur guide with tips on how to complete the identity verification process needed for issuing new Expend cards to members of your organisation.
- Loading money to your accountTopping up your float account so that you can fund your organisation’s Expend cards
- Expend card typesLearn about the two types of Expend card
- Ordering an Expend cardHow to order Expend cards for members of your organisation
- Replacing an Expend cardHow to replace a user’s Expend card
- Cancelling an Expend cardYou can cancel an Expend card if the card has been lost or if the cardholder is leaving your organisation
- Card security for AdministratorsHow to change card security settings for individual cards and for all cards in the organisation, and how to completely lock a user’s card
- Spending policiesLearn about keeping company spending in check with spending policies
- Setting a spending policyHow to set a spending policy for an Expend Flex card
- Funding Expend Classic cardsHow to manage funds available on your organisation’s Expend Classic cards
- View a user’s card transactionsHow to see all the Expend card transactions for a particular user
- Exporting your transactionsHow to download your Expend card transactions to a CSV file to use with your personal or business accounting software, or as a PDF statement
- Cash management for AdministratorsLearn more about cash management in Expend
- Fees, limits and termsAn updated article regarding fee changes and limits effective from May 2024