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Admins and Accounting
Overview
Introduction
Get Started
User Interface Familiarization
Initial Configurations
Receipt Management
Manage Expense Reports
Approval Workflow and Policies
Reporting and Analytics
Advanced Settings
Add-On Features
Support and Assistance
User
Expense Manager
Submitters and Approvers
Profile
Expense Manager
Approver
Admins and Accounting
Transaction Manager
User and Group Manager
Workflow Manager
Settings Manager
Policy Manager
License Administrator
Automation Manager
Xporter
Analysis Manager
Accounting
Help Docs
Mobile App
Knowledge Center Videos
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Knowledge Center
Admins and Accounting
Overview
Introduction
Get Started
User Interface Familiarization
Initial Configurations
Receipt Management
Manage Expense Reports
Approval Workflow and Policies
Reporting and Analytics
Advanced Settings
Add-On Features
Support and Assistance
User
Expense Manager
Submitters and Approvers
Profile
Expense Manager
Approver
Admins and Accounting
Transaction Manager
User and Group Manager
Workflow Manager
Settings Manager
Policy Manager
License Administrator
Automation Manager
Xporter
Analysis Manager
Accounting
Help Docs
Mobile App
Knowledge Center Videos
Admins and Accounting
Transaction Manager
Transaction Manager
Import Transactions
Template
View Imports
View Transactions
Add New Template
Add New Template - General
Add New Template - SFTP
Add New Template - Expense Creation
Add Nee Template - Columns
Edit Template
Delete Template
Show Deleted Templates
Edit SIC Mapping
See more
User and Group Manager
User and Group Manager
Add Group
Add Users to a User 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 - Permissions
Authoring
Add User - User Defaults
Add User - Member Of
Add User - Roles
Modify User
Blacklist Status
Send Password Recovery Email
Remove Account Lockout
Force Password Change
Delete User
Restore Deleted User
See more
Workflow Manager
Workflow Manager
Add New Role
Add New Role - General
Add New Role - Approvers
Approver Groups
Modify Role
Delete Role
Add New Condition
Condition Editor
Modify Condition
Delete Condition
See more
Settings Manager
Company Information
Communication
Categories
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 Segment
Edit GL Segment
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
Projects
Add Projects
Edit Projects
Delete Projects
Billable Sources
Add Billable Sources
Edit Billable Sources
Delete Billable Sources
Taxes
Add Taxes
Edit Taxes
Delete Taxes
User Defined Field
Add User Defined Field
Edit User Defined Field
Delete Custom Field
Report Fields
Add Report Fields
Edit Report Fields
Delete Report Fields
Move Up/ Move Down
Advanced Settings
Security and Privacy
See more
Policy Manager
Policy Manager
Add New Policy
Modify Policy
Delete Policy
License Administrator
License Administrator
Buy Analysis License
Edit Billing Information
Show Invoices
Show Payments
Show All Invoices and Payments
View Invoice
Contact Options
Add Contact
Edit Contact
Delete Contact
See more
Automation Manager
Automation Manager
Add new file
Scheduling Output File
CSV File Type
Xporter
Xporter
Add Template
Edit Template
Delete Template
Data Columns
See more
Analysis Manager
Analysis Reports
My Custom Reports
My Saved Reports
Analysis Manager
Accounting
Accounting
