Web platform tutorials
In this category, you will find each of the processes you can carry out in the new beta version of Rindegastos’ web platform, depending on your role. This will enable Rindegastos to digitize 100% of the expense creation and review process in your company, making it simple and fast.
74 articles
Cards - How do I connect my Rindegastos account with Tenpo?
How to track a submitted report?
What are review workflows and how do they work?
What should I do if a report is sent back to me?
What is petty cash and how to request it?
How to request a reimbursable fund by categories?
What is the gallery and how does it work?
What is RIA in Rindegastos?
How do I link WhatsApp with my Rindegastos user?
Cards - How do I connect Submitters corporate cards in Rindegastos?
Travel - How do I submit expenses for trips with COCHA in Rindegastos?
How do I create an expense report in Rindegastos?
How to correct a report?
How does Rindegastos work?
How to create expenses with Scanit?
How to create multiple expenses?
How to create mileage expenses?
How to edit an expense?
How to copy an expense?
How do I create expenses via WhatsApp in Rindegastos?
How to create expenses by sending your receipts by email?
How to create expenses with tax documents?
How to assign an innvoice to an expense as a submitter?
How to create and send a report?
How to create reports linking a reimbursable fund or petty cash?
How do I transfer a draft expense report to another submitter?
How do I download a report?
How to approve and reject expenses
How to assign an invoice to an expense as an approver?
How to return an expense report?
How to open a closed report?
How to review and approve a reimbursable fund or petty cash request
How to track and leave comments on a report
How to assign custom statuses to an expense report?
What are predefined validations and how to configure them?
How to create a reimbursable fund or a petty cash?
How to configure a reimbursable fund or petty cash request?
What is reporting and how to use this feature?
How to create export templates?
How to export data?
What is invoice assigment and how does it work in Rindegastos?
What are expenses validations and how to configure them?
What are report validations and how to configure them?
How to enable SSO authentication for platform login?
How to integrate Rindegastos with my ERP?
Cards - How do I connect Submitters corporate cards in Rindegastos?
Cards - How do I track expenses associated with corporate card transactions in my Rindegastos account?
Travel - How to use travel in Rindegastos with COCHA?
How to enable or disable WhatsApp?
What is the audit log and how to review it?
How to replace a user in the review workflow?
What is and how to use global company?
How to mass-assign custom statuses to reports?
How to download submitted fund requests from the global company section?
How to create users?
How to delete a user?
How to suspend a user?
How to reactivate a suspended user?
How to configure roles and limitations for users?
How to create expenses policies?
How to activate and configure duplicate expenses?
How to create an additional expense field?
How to create an additional report field?
How to configure categories and accounting accounts?
How to replicate categories?
How to edit or delete categories?
How to configure taxes?
How to set up mileage for mileage expenses?
How to set up a review workflow?
How to set up currency and exchange rates for expenses?
How to enable and create custom statuses for reports?
How to add users to a policy?
How to edit a review workflow?
How to update a review workflow in Rindegastos?