Expend Dashboard

Managing your organisation, members, account and cards on the Expend web dashboard

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17 articles in this collection
Written by Herman

Loading money to your account

Topping up your float account so that you can fund your organisation’s Expend cards
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Written by Herman
Updated over a week ago

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

Ordering an Expend card

How to order Expend cards for members of your organisation
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Written by Herman
Updated over a week ago

Funding Expend cards

How to manage funds available on your organisation’s Expend cards
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Written by Herman
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

Expense claims

How to create an expense claim when you didn't pay with your Expend card
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Written by Herman
Updated yesterday

Split an expense

How to split an expense into multiple line items
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Written by Herman
Updated yesterday

Reviewing expenses

How to approve, reject, or request changes to expenses
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Written by Herman
Updated over a week ago

View a user’s card transactions

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

Exporting your transactions to CSV

You can download your Expend card transactions to a CSV file, to use with your personal or business accounting software
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Written by Herman
Updated over a week ago

Exporting expenses

Everything you need to know about exporting records of expenses
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Written by Herman
Updated over a week ago

Tracking

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

Removing a member

What to do when a member leaves your organisation
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Written by Herman
Updated over a week ago

Replacing an Expend card

How to replace an Expend card that has been lost
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Written by Herman
Updated over a week ago

Cancelling an Expend card

You can cancel an Expend card if the card has been lost or if the cardholder is leaving your organisation
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Written by Herman
Updated over a week ago

Troubleshooting: Some transactions not exported to CSV

Learn why some transactions are not included in a CSV statement
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Written by Herman
Updated over a week ago