FAQ (Admin Users)
You can easily reset the passwords for any of the users from the Admin Panel. Follow these steps to reset the password - Go to Menu -> Masters -&g...
Fri, 2 Oct, 2020 at 3:33 PM
1) Mileage rate has to be updated on individual user profiles under Masters-> edit user -> click on mileage rate link Enter the rate and...
Fri, 9 Oct, 2020 at 5:17 PM
You can configure email alerts sent upon approval or rejection of an expense report by going to Masters->Status. If you want to customize the email body ...
Wed, 8 Feb, 2023 at 3:05 AM
The integration app usually has issues when there are changes in your environment. Before contacting us, some of the things we would encourage you to d...
Fri, 23 Dec, 2016 at 10:47 AM
What is the Receipt Policy Limit used for? If we set the limit at $1,000, does that mean anything under would NOT require a receipt? If the receip...
Thu, 16 Feb, 2023 at 12:41 PM
Can the comments field be made mandatory?
The comments field is mandatory only when receipt is not attached. But you can enable Business Purpose...
Wed, 1 Jul, 2020 at 5:32 PM
Is there a way to bulk update expense report status to AP Paid? --------------------------------------------------------------------------------------...
Thu, 24 Dec, 2020 at 11:34 AM
If you are unable to save update the settings screen on the integration app, please re-install the integration app. You will need your IT admin to do ...
Wed, 16 May, 2018 at 5:33 AM
I am in the process of adding a new user, but I have to add a business unit for him. Can you tell me how to do that, please?
To create a business unit, ...
Wed, 25 Jan, 2017 at 12:52 PM
Whitelist IP for Office 365 How to Whitelist by IP Address in Office 365 This document will cover how to whitelist our simulated...
Tue, 5 Nov, 2019 at 11:50 AM