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