For Account Admins
By Anna and 2 others3 authors25 articles
- Languages and currencyConvert from over 150 currencies with the platform's multi-currency function
- Managing expenses admin guideLearn how to manage your employees and your expense policies.
- Expense policy: Mileage reimbursement rateSet a custom mileage reimbursement rate.
- Create and manage expense custom fieldsSet up and manage expense custom fields for your organization
- Generate an expense exportLearn how to export expenses to a .csv file
- Expense reports: Approving, editing and returningLearn how to make changes or send reports back to the employee who submitted them.
- Learn about reimbursement time framesLearn about when reimbursements are approved and processed
- Use split summary view of expense reportsLearn how to use a split summary view of expense reports
- Generate a transaction exportLearn how to export transactions to a .csv file
Frequently asked questions
Frequently asked questions about expense management for account admins
- Why are the custom fields I created not showing up on my transaction export?
- In what format will my transaction export be?
- Why didn't I receive my transaction export?
- If I make modifications to the column configurations during a transaction export, will I have to reorder them every time I export transactions?
- Why am I receiving an “Export failed unexpectedly” error message when I complete a transaction export?
- Why doesn't the expense export show the custom fields I created?
- In what format will my expense export be?
- If I make modifications to the column configurations for an expense export, will I have to reorder the columns every time I export expenses?
- Why didn't I receive my expense export?
- Why does the expense export page hang with a spinning gear?
- How do I change the field type of my expense custom field?
- Why am I receiving an “Expense export failed” error message?
- How do I change the name of an expense custom field?
- Expense Export FAQLearn about expense exports
- How are Refund to Company expenses synced over to the General Ledger?
- When an employee owes money, how does TravelBank/NextView process the refund?