All Collections
Advanced Configurations
Advanced admin functions including integrations and complex banking requirements


Integrations: Setting up Okta for SSO
QuickBooks Online Integration
Integrations: Setting Up Single Sign-On
Integrations: Scheduled Expense Export
Importing Delegates Using a CSV
Delegate User: Assigning Delegates to Hosts
What are my options for keeping my employee directory up to date? (HRIS Sync)
Employee Directory: Users
Company Settings: Departments
Company Settings: Employee Directory
Expense Policy: Approval Rules
Company Settings: Expense Policy
Integrations: Setting up Okta for SCIM Directory Sync
Company Settings: Travel Policy
Integrations: Workday & UltiPro TravelBank Integrations
Importing users through CSV
Premium Insights: Create a Custom Report
Premium Insights: How to Navigate