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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
Knowledge Center Videos
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
All Videos
Transaction Manager
Import Transactions
View Imports
View Transactions
Add New Template - General
Add New Template - Columns
Add New Template - SFTP
Add New Template - Expense Creation
Add new Template - Schedule and Submission
Edit Transaction Template
Delete Transaction Template
Edit SIC Mapping
User and Group Manager
Add New Group
Set Permissions
Add User to a Group
Assign Roles to a Group
Link Categories to a Group
Modify User Group
Delete User Group
Add User - General
Add User - User Defaults
Add User - Permissions
Add User - Member Of
Add User - Authoring
Add User - Roles
Modify User
Delete User
Restore Deleted User
Send Password Recovery Email
Remove Account Lockout
Force Password Change
Workflow Manager
Add New Role - General
Add New Role - Approvers
Add New Role - Approver Groups
Modify Role
Delete Role
Add New Condition
Modify Condition
Delete Condition
Policy Manager
Add New Policy
Modify Policy
Delete Policy
Xporter
Add Template
Add, Edit or Delete a Data Column
Edit Template
Delete Template
Automation Manager
Add New File - General
Add New File - Scheduling
License Administrator
Buy Analysis License
Edit Billing Information
Contacts
Analysis Manager
Settings
Company Information
Communication
Categories
Add Category
General
Field Labels
Vendors
GL Codes
Groups
Edit Category
Delete Category
Company Links
Add Edit or Delete Company Links
Hosted Documents
GL Segments
Edit GL Segments
Delete GL Segment
GL Rules
Payment Types
Add Payment Type
Edit Payment Type
Delete Payment Type
Projects
Add Edit or Delete Projects
Billable Sources
Taxes
User Defined Fields
Report Fields
Advanced Settings
Security & Privacy