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Administrator

Administrator

What can you do as a administrator of SRXP

What is the report workflow?

Overviews

How do I change the expenses as Administrator?

How do I prepare a PDF statement for a Submitter?

Expense settings

How to set-up the Per Diem Rates in your SRXP account?

What kind of information is displayed at categories?

Can I add a different description to the Expense settings in SRXP?

How can I create, edit or import a category?

General company settings

Can I change the default report title?

An Approver or Exporter may not make changes. Can I disable this function?

Can I see the details of our subscription?

Which approval policies are available?

How do I ensure that an Approver or Exporter cannot change certain fields?

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User settings

How do I add an Assistant for one of the users?

How to edit a User

How do I import users into SRXP?

How do I safely delete an user?

How do I add more users to SRXP?

How can I restrict categories & projects per user?

What is the difference between 'Active' and 'Activated'?

How can I set an (additional) Approver(s) for a Submitter?

How to manage the user settings?

SRXP roles

Password management

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Credit card management

Real-time connection with bunq

How to manage credit cards in SRXP?

How can I import credit card transactions?

How do I process a credit card withdrawal?

How do I remove credit card transactions?

How to make sure that credit card reports won't include single receipts?

I was not able to import a statement with transactions, what am I doing wrong?

ICS import changes

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Features

All expense page + Insights

Tags

How do I apply a business rule?

Exports & Reporting

How do I make a reporting?