Account configuration

Main account settings

• Company settings edition

Customize expense fields

• Set tags
• Set expense custom fields
• Categories hierarchy
• Customize categories
• Add a payment method
• See all 9 articles

User management

• Set up routing rules
• Set up Corporate cards
• Granting and using delegation rights
• Deactivate an employee
• Roles and permissions
• See all 10 articles

Management of mileage allowances

• Self-creation of vehicles & control by the administration
• Set up employee vehicles
• Configure the mileage scale
• Configure your vehicles in Solo plan

Implementing an expense policy

• Set an alert threshold

Export configuration

• Set up the accounting export
• Create your own custom exports