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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
30 articles in this collection
Written by
Herman
and
Jess Williamson
Inviting a member
Add users to your organisation by inviting them to join
Written by
Herman
Updated over a week ago
User Roles
The three different user roles that affect what a user can see and do
Written by
Jess Williamson
Updated over a week ago
Custom categories
How to create, edit and map categories
Written by
Herman
Updated over a week ago
Custom tax types
How to set up and manage custom tax types in Expend
Written by
Herman
Updated over a week ago
Tracking for expenses
Create or import tracking categories and options and assign them to expense items
Written by
Herman
Updated over a week ago
Company Payment Methods
Setting up company payment methods that members can use for their expenses
Written by
Herman
Updated over a week ago
Mileage tracking setup
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)
Written by
Herman
Updated over a week ago
Removing a member
What to do when a member leaves your organisation
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
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
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
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
Written by
Herman
Updated over a week ago
Billing
How to pay for your Expend subscription and view your invoices
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
Written by
Herman
Updated over a week ago
Expense Management for Administrators
Reviewing expenses
How to approve, reject, or request changes to expenses
Written by
Herman
Updated over a week ago
Exporting expenses (Administrator)
Everything you need to know about exporting records of expenses
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
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
Written by
Herman
Updated over a week ago
Expend card types
Learn about the two types of Expend card
Written by
Herman
Updated over a week ago
Ordering an Expend card
How to order Expend cards for members of your organisation
Written by
Herman
Updated over a week ago
Replacing an Expend card
How to replace a user’s Expend card
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
Written by
Herman
Updated over a week ago
Spending policies
Learn about keeping company spending in check with spending policies
Written by
Herman
Updated over a week ago
Setting a spending policy
How to set a spending policy for an Expend Flex card
Written by
Herman
Updated over a week ago
Funding Expend Classic cards
How to manage funds available on your organisation’s Expend Classic cards
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
Written by
Herman
Updated over a week ago
Exporting your 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
Written by
Herman
Updated over a week ago
Cash Management for Administrators
Learn more about cash management in Expend
Written by
Herman
Updated over a week ago
Fees, limits and terms
Written by
Herman
Updated over a week ago