Tutorials
Learn how to use Webexpenses through our step-by-step tutorials.
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[tab title=”Claimants”]
Claims(4)
Credit cards(6)
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[tab title=”Approvers”]
Claims(8)
- How to review a claim to approve
- How to view a claim item
- How to view a claim item – accounts approvers
- How to view a claim, waiting to be processed – accounts approvers
- How to reject a claim item – accounts approvers
- How to reject a claim item
- How to transfer claims into Xero – accounts approvers
- How to transfer claims into NetSuite – accounts approvers
Credit cards(6)
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[tab title=”Administrators”]
Credit cards(12)
- Activating administrator email notifications for credit card transactions
- Allocating credit cards via the failed credit card transactions tab
- How to add a credit card number to a user’s account
- How to map credit card merchant categories
- Managing duplicate failed credit card transactions
- How to upload the generic credit card file
- Pending credit card items tab overview
- Pending credit card items tab: Receipts
- Pending credit card items tab: Updating spend categories
- Pending credit card items tab: Additional information
- Pending credit card items tab: Split items
- Pending credit card items tab: Attendees
Mileage(6)
- How to add a user’s vehicle details
- How to archive mileage rates – mileage version 2
- How to add a mileage rate with a threshold – mileage version 2
- How to add a mileage rate to a threshold – mileage version 4
- How to add a new date range to an existing mileage rate – mileage version 4 & 5
- How to archive mileage rates – version 4
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