Administrator
Get started with Expense
- Checklist – How Administrators Get Started with Expense
- Step 1 - Customize Your Chart of Accounts
- Step 2 - Create and Manage Internal Accounts
- Step 3 - Customize Your Settings
- Step 4 - Adding Users
- Step 5 - Managing the Workflow and Accounting Documentation (invoice files)
- Step 6 - Export Reports to Accounting
- Introduction Video – What’s Next for Administrators
Settings & Customisations
- VAT Codes: Applying and Adjusting Modified VAT Rates
- Automatic Email Reminders: How to Activate and Use Them
- Fortnox Integration: How to Set Up and Transfer Data
- Setting Up Internal Accounts:
- Changing Currency in Expense: A Quick Guide
- Master Account - Group Companies
- Use Rows for Specified Number of Participants in Representation
- Book a Purchase by Percentage
- Account directly in Expense (English)
- Flexible Approval Rules in Expense
- Wellness Allowance Limit in Expense – Set and Track Employee Benefits
- Import Data into Expense via API (JSON)
- Let Users Enter Their Bank Details in Expense
- Create a Custom Export Format in Expense
- Automatic Exchange Rates for Expenses in Expense
- Activate Automatic VAT Scanning in Expense
- VAT Exempt in Expense
- Create an SFTP Account
- MCC Codes (Corporate Cards) in Expense
- Send Manual Reminders in Expense
- VAT Codes in Export Files in Expense
- Reverse Charge VAT (Foreign VAT) in Expense
- Pyramid Import Template
- User Data Tracking in Expense – What Does It Mean?
- Representation Types in Expense
Get started with personal funds (per diem and payments)
Questions & Answers
- Manage Accounts on Behalf of Other Users in Expense (For Administrators)
- Annual Fee for the Integration Between Betalkort Företag and Expense by Acubiz
- How to Link Corporate Cards in Expense?
- Duplicate Warning: Ensuring Accuracy in Your Receipts
- How to Download the Expense Mobile App
- How to Hide Expenses or Mileage Reimbursement for Users
- How to Remove Users
- Can an Administrator Change an Incorrect Receipt or Add a Receipt for a User?
- Can an Administrator Change the Accounting in a Submitted or Approved Report?
- How to Create a Subaccount in Expense
- Efficient Management of Corporate Card Invoices with Expense
- Integrations and Export Formats
- How to Export Reports from Expense to Excel
- Two Approvers in Your Workflow: Using the Reviewer Function
- Managing Continuous Transaction Deliveries in Expense
- Deleting a Report in Expense
- Refunded Purchases in Expense (Corporate Card Returns)
- Flexible Approval Rules – Change the Approval Workflow for a Report
- Statistics Report – Export and Analysis in Expense
- Managing Corporate Cards and Expense Reports When an Employee Leaves the Company
- Create Custom Export Format – Glossary
- Rounding Adjustments and Foreign Currencies in Expense
- Archive Service – Access Your Data After Your Expense Subscription Ends
News
- Flexible Approval Rules in Expense – New Workflow Optimizations
- Survicate – Customer Feedback Platform in Expense
- Managing EU VAT in the Expense App
- Adding Multiple Receipts to a Transaction
- PDF with Accounting & Receipts Available for Verification
- SUS Payment File Export in Expense (Swedbank)
- Direct PDF Links for Detailed Verification
- Planned Restart of the Expense Servers
- How to activate and customize Expense Co-Pilot
- Flexible Approval Rules – Exclude Specific Users from the Approval Workflow
- Expense is becoming part of Acubiz
- Wellness Allowance with Percentage-Based Reimbursement in Expense (Wellness Feature 2.0)
- How to Set Up Custom Import
- Expense Introduces Payment Files for Faster Expense Reimbursements
- Duplicate Warning for Mileage Reimbursement and Travel Expense Reports in Expense
- New Desktop Design in Expense
- Automatic Export to Fortnox in Expense
- Automatic VAT Handling for Purchases Outside the EU
- Automatic Exchange Rate Updates in Expense
- Representation Types in Expense