Expend Dashboard

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

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20 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

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

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

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 over a week ago

Split an expense

How to split an expense into multiple line items
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Written by Herman
Updated over a week ago

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

CSV export formats

Detailed descriptions of the statement and expenses export files that be downloaded from the dashboard
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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 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