Getting Started
Expense Reports
- Create and Submit an Expense Report
- How to Approve an Expense Report
- Send an Expense Report to a Bookkeeper or Accountant
- How do I Reject a Report After it was Already Approved?
- How to Edit an Approved Report
- Expense Report PDF Template
Users/Submitters
- Expense Rules
- Quick Guide - Users
- User Settings
- Remove Expense from Submitted Expense Report
- What Data Can I Enter Into An Expense Line Item?
- Creating A Recurring Expense
Owner/Admins
- Locking Approvers
- How to Add Company Policies Quick Reference
- Setting Up Classes
- Mileage and Kilometer Rate
- Upgrade Account Before Trial Has Ended
- Types of Roles
Miscellaneous
Recent Updates
FAQ
Payroll (Only for TriNet Clients)
Direct Pay
- What is TriNet Direct Pay?
- TriNet Direct Pay Integration - Company
- TriNet Direct Pay Integration - Employee
- Submit to TriNet Direct Pay
- How Payments will Display for TriNet Direct Pay
- Update TriNet Direct Pay Bank Information
Credit Card Integration
Receipts
Import/Export
Mobile
Intacct
Netsuite
- Share Netsuite Integration with Other Admins/Bookkeepers
- NetSuite - Importing and Mapping Categories
- How to Submit an Expense Report into NetSuite
- Web Service Error in NetSuite
- Billable Expenses Not Displayed in NetSuite Employee Center
- How to Add NetSuite Customers & Projects to an Expense
Quickbooks Online
Time
- How to Clock In Time Daily
- How to Edit Hours on the Timesheet
- How to Manually Record Weekly Hours
- How to View Company Timesheets
- How to Recall Timesheets
- How to Approve Timesheets
Delegate Access
Troubleshooting
- NetSuite Integration - Token Option
- Wells Fargo - OAuth Connection Migration
- Bank of America – OAuth Connection Migration
- Chase – OAuth Connection Migration
- Error code 505 when attempting to install mobile app (Android Users Only)
- Silicon Valley Bank Business Credit Card Error - Not Downloading Most Recent Transactions