Create a new account

Create a new account

From the Dashboard, click on the cog icon in the Accounts section, use the Create or edit account link to view a full list of accounts and add new ones.

The main screen lists all accounts by claimant currently setup on the system, use the pencil icon to open the account and view the details.

The Filters allow you to refine the list by username and / or account type (expense, credit card, advance or debit card). Use the Refresh button to update the list based on the filters selected.

To create a new account use the Add a new account button.

The Account name field is free text and the description will be seen by the claimant when selecting this account.

Description allows any additional information relating to the account to be entered.

Under the Details heading, use the drop down to select the Account type

Use the drop down to select the Account to be used by to whom the account will be assigned. This is used for all accounts except petty cash as they are seen be all claimants.

Use the Currency drop down to select the currency for the account.

The Linked bank account option allows you to specify which bank account is used to pay the expenses into. This would be used in a BACS file interface.

This section allows account codes to be stored against the account type usually for interfacing into the finance system if required.

The Reference field is free text, however, if the account needs to be matched to a credit or debit card number this field should match the format of the card number in the import file as that is how the system will try to match.

Finally, use the Save button to store the entered details. this account will then become available to the claimant.

Get support

Still stuck? Our support team are here to help, available every weekday from 8.30am to 6pm. Call +44 (0) 1270 611800

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