Checklist - How administrators started with Expense

Get started with Expense for Administrators

Getting started with a new tool can sometimes be overwhelming, which is why we've developed a checklist to make sure you'll be up and running in no time!

Step 1 - Adjust your accounts

1. Go to Administrate > Accounts. All accounts are fully adjustable before use.

If you use internal accounts

1. Click Administrate > Internal accounts.
2. Click internal accounts > Cost center. Customize the name and requirements.
3. Go to internal accounts> Cost center > Account codes. Customize the code and name of standard accounts and create new ones.
4. If you use projects, redo the same process; if you don't use projects, delete them.

If you don't use internal accounts

1. Go to Administrate > Internal accounts.
2. Delete existing default accounts.
3. Administrate > Settings. Uncheck Use internal accounts.

Step 2 - Customize the template structure for representation  

1. Go to Administrate > Representation.  
2. Review and customize representation types.
3. Click the representation type > Representation text. Customize the required fields.  
4. Click on Representation text > Inactive to adjust food and alcohol with standard VAT (approved by the Swedish Tax Agency). 

Step 3 - Add users

Post users individually

1. Go to Administrate > Persons > New person and fill in the first and last name, e-mail, notifications, user, username, and password, as well as the permissions.

Add new users in bulk

1. Go to Administrate > Persons > 3 dots and follow the prompts. 
2. After importing click Create User > Select default such as email address and password.
3. Select everyone who should have user credentials and create users.