Owner/Admins
- Setup a Company Policies Quick Reference Guide
- Setting Up Classes
- Mileage and Kilometer Rate
- Upgrade Account Before Trial Has Ended
- Types of Roles
- Remove User from Company
- My Trial Has Ended
- User Integrations
- How do I prevent a "paid" expense report to be resubmitted for approval?
- Taxes
- Cancel Account Subscription
- Changing User Type - Activity & Subscription
- Setting Up A Subsidiary
- Add & Manage Individual Users
- Setting Up Departments
- Setting Up The Approval Process for Expense Reports
- Managing Integration Permissions
- Sharing & Accessing Integration Data
- Setting Up Locations
- How to Track Client & Project Information
- Change Company Owner
- Activity Based User vs. Subscription User
- Advanced Company Policy Examples
- Setup Expense Policies
- Create Custom Categories
- Category Mapping - PDF Template
- Import Users in Batch to Add to Your Company
- How to Change the Mileage Rate
- Company Setup In TriNet Expense
- How do I Change the PDF Templates?