Expend for Administrators

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

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30 articles in this collection
Written by Herman and Jess Williamson

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

User Roles

The three different user roles that affect what a user can see and do
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Written by Jess Williamson
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

Custom tax types

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

Tracking for expenses

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

Company Payment Methods

Setting up company payment methods that members can use for their expenses
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Written by Herman
Updated over a week ago

Mileage tracking setup

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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

Removing a member

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

Billing

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

Expend card types

Learn about the two types of Expend card
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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

Replacing an Expend card

How to replace a user’s Expend card
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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

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
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Written by Herman
Updated over a week ago

Funding Expend Classic cards

How to manage funds available on your organisation’s Expend Classic cards
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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

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
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Written by Herman
Updated over a week ago

Cash Management for Administrators

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

Fees, limits and terms

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Written by Herman
Updated over a week ago