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Expend for Administrators

Expend for Administrators

Managing your company, users, account, cards, and expenses as a user with the Administrator role

Herman avatar Pam Dinh avatar
25 articles in this collection
Written by Herman and Pam Dinh

Inviting a member

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

User Roles

The three different user roles that affect what a user can see and do
Pam Dinh avatar
Written by Pam Dinh
Updated over a week ago

Custom categories

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

Custom tax types

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

Tracking for expenses

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

Mileage tracking setup

Herman avatar
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)
Herman avatar
Written by Herman
Updated over a week ago

Removing a member

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

Billing

How to pay for your Expend subscription and view your invoices
Herman avatar
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
Herman avatar
Written by Herman
Updated over a week ago
Expense Management for Administrators

Reviewing expenses

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

Exporting expenses (Administrator)

Everything you need to know about exporting records of expenses
Herman avatar
Written by Herman
Updated over a week ago
Expend Card for Administrators

Verification information and documents

The information and documents you need to provide for verification when applying to use Expend payment cards
Herman avatar
Written by Herman
Updated over a week ago

Loading money to your account

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

Expend card types

Learn about the two types of Expend card
Herman avatar
Written by Herman
Updated over a week ago

Ordering an Expend card

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

Replacing an Expend card

How to replace a user’s Expend card
Herman avatar
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
Herman avatar
Written by Herman
Updated over a week ago

Spending policies

Learn about keeping company spending in check with spending policies
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Written by Herman
Updated over a week ago

Setting a spending policy

How to set a spending policy for an Expend Flex card
Herman avatar
Written by Herman
Updated over a week ago

Funding Expend Classic cards

How to manage funds available on your organisation’s Expend Classic cards
Herman avatar
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
Herman avatar
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
Herman avatar
Written by Herman
Updated over a week ago

Cash Management for Administrators

Learn more about cash management in Expend
Herman avatar
Written by Herman
Updated over a week ago

Fees, limits and terms

Herman avatar
Written by Herman
Updated over a week ago