Admin

Transaction Manager

• Add New Template - Columns
• Transaction Manager
• Import Transactions
• View Imports
• View Transactions
• Add New Template
• Add New Template - General
• Add New Template - SFTP
• Add New Template - Automatic Report & Expense Creation
• Edit Template
• Delete Template
• Edit SIC Mapping
• New! - Assigning a New Card to a User

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User and Group Manager

• User and Group Manager
• Add Group
• Link Categories to a User Group
• Assign Roles to a User Group
• Set Permissions for a User Group
• Add User
• Modify Group
• Delete Group
• Add User - General
• Add User - Authoring
• Add User - User Defaults
• Add User - Member Of
• Add User - Roles
• Modify User
• Add and Remove Users in a User Group
• Send Password Recovery Email
• Remove Account Lockout
• Force Password Change
• Delete User
• Add User - Permissions
• Blacklisted Users

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Workflow Manager

• Add New Role
• Add New Role - General
• Add New Role - Approvers
• Approver Groups
• Modify Role
• Delete Role
• Condition Editor
• Modify Condition
• Delete Condition
• Workflow Manager
• Add New Condition

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Settings Manager

• Enroll Bulk Card Feeds in ExpensePoint Realtime
• Communication
• Add Category
• Add Category - General
• Groups
• Field Labels
• Vendors
• GL Codes
• Edit Category
• Delete Category
• Company Links
• Add Link
• Edit Link
• Delete Link
• Upload Hosted Document
• Delete Hosted Document
• GL Segments
• Add GL Segments
• Edit GL Segments
• Delete GL Segment
• Move Up / Move Down
• GL Rules
• Add Rules
• Edit Rules
• Delete Rules
• Payment Type
• Add Payment Types
• Edit Payment Types
• Delete Payment Types
• Add Projects
• Edit Projects
• Delete Projects
• Edit Billable Sources
• Delete Billable Sources
• Taxes
• Add Taxes
• Edit Taxes
• Delete Taxes
• User Defined Field
• Add User Defined Field
• Edit User Defined Field
• Billable Sources
• Categories
• Delete Custom Field
• Report Fields
• Add Report Fields
• Edit Report Fields
• Delete Report Fields
• Move Up/Move Down Report Fields
• Security and Privacy
• Add Billable Sources

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Policy Manager

• Policy Manager
• Add New Policy
• Modify Policy
• Delete Policy
• Policy Management
• New! - Category Daily Limits, Conflict Restrictions, and Expense Limits

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License Administrator

• License Administrator
• Edit Billing Information
• Invoices and Payments
• View Invoice
• Contact Options
• Add Contact
• Edit Contact
• Delete Contact
• Buy Analysis License

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Automation Manager

• CSV File Type
• Automation Manager
• Add New File
• Reimbursements
• Reports Automation

Xporter

• Xporter
• Edit Template
• Delete Template
• Data Columns
• Xporter
• Add Template

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Analysis Manager

• My Custom Reports
• My Saved Reports
• Analysis Reports
• Analytics
• Analysis Manager

Accounting

• Accounting