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Help Center

Administrator

Administrator

Functionalities and possibilities as an Administrator

Overviews

Administrator Dashboard

How do I change the expenses as Administrator?

Expense settings

How do I import Projects?

All expense page + Insights

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

What kind of information is displayed at categories?

How can I create, edit or import a category?

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Company settings

How do I set up an Alias for the Expense fields?

Can I see the details of our subscription?

How do I add more users to SRXP?

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

Reminders for submitters & approvers

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User management

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

How do I import users into SRXP?

How do I safely delete an user?

How can I restrict categories & projects per user?

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

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

SRXP roles

Password management

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Creditcard management

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

How do I prepare a PDF statement for a Submitter?

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?

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Functionalities

How do I apply a business rule?

Tags

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