My account has been activated! What should be my first step as an administrator?
Your very first step should be to set up your Organization Profile. This crucial initial setup involves defining your company's offices and creating teams within those offices. This foundational structure is essential for applying travel and expense policies correctly and streamlining approval workflows later on.
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How can I top up the company wallet?
To add funds, go to the Wallet section in the Admin Dashboard. You’ll see the current Bookings Wallet balance. Click “+ Add Money,” enter the amount in AED, and select “Pay Now” to complete the transaction. This wallet is used for travel bookings and ...
How do I adjust spending limits for a specific expense category?
As an administrator, you can adjust spending limits by editing the relevant policy in the Policy Management section. From there, you can: Set maximum allowable amounts for specific expense categories Define daily or per-transaction limits Apply rules ...
Expense Management
What are the common reasons for an expense claim being flagged as a policy violation? Expense claims are automatically checked against configured company policies. They can be flagged if an expense item violates a rule, such as exceeding a spending ...
Now that my admin account is active, how do I start adding my employees?
Once your admin account is active and your organization structure is in place, you can begin adding employees via the Users section on the left-hand panel of your Admin Dashboard. Navigate to Users under the Admin Dashboard. Click on the + Add User ...
How do I add a new team or office to the organizational structure?
As an administrator, you can manage the company's hierarchy in the "Organization” tab. You can create new offices by providing details like Office Name, Address, and contact information. For teams, assign a Team Name and link it to the appropriate ...