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Getting Started As an Administrator

MyExpenses for Administrators

Amending emails from the system

You can edit the email text that the system sends out to users, for example when a password reset is sent from the system or an approval from a manager. To amend the email text first navigate to Administration in the side

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Applying account adjustments

In order to apply an adjustment for an account first click on the Settings cog in the Accounts section on the dashboard, and select Create or edit accounts Once on the next screen, use the filter provided to search for the

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Daily digest email reminders

Reminder emails can be sent daily to all users on the system. Claimants with normal access to the system will receive reminders regarding ; Expense claim progress Credit card statements assigned Request progress (Cash advances, new categories etc) Timesheet status

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Documents & Messages

This setting is used to add documents & messages which will appear to a user when they login. These messages will need to be ‘Read and Understood‘ by the user in order to bypass the message. From the administration menu

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Attendee types

To access this area go to expenses within the administration area on the side bar. Click on entertainment attendee types. Once in the attendee types screen you can add a new attendee type by clicking Add new or you can click the Pencil icon

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Receipt Validation Service

If your organisation is using the Receipt Validation service, there will be another level of workflow, where Point Progress will do additional checks on receipts attached to each claim line. Workflow process Once a claim has been approved by the

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System Notifications

It is possible to add login messages to the system in order to notify claimants about certain policies or notices that employees will need to know. This message can be shown on the login screen and / or dashboard of

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Manage VAT Rates & Codes

VAT rates and codes can be amended or added by an Administrator. Go to Administration from the menu > General > VAT rates. Use the drop down list at the top to find the country you need to change the

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Creating Data Archives

The DataXtract tool allows you to create and download archives of the data held in the system. To create a new archive package, from the Administration menu, navigate to Tools and select DataXtract. Here you will see a list of

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Sending Emails to Users

The Email Distribution tool enables you to create and send email messages from the system to your users. From the Administration menu, navigate to Tools and select Email Distribution. Enter the subject and message that you want to send out.

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Finance/Allowance Review Level

A Finance Review level (or Allowance Review level) is an additional workflow which is setup on MyExpenses sites between the manager approval and expense team (payment level). Please note this is only available if enabled on your site. The finance

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