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.
73 articles
- How to create expenses with Scanit?
- How to create multiple expenses?
- How to create mileage expenses?
- How to create expenses with tax documents?
- How do I create expenses via WhatsApp in Rindegastos?
- How to create expenses by sending your receipts by email?
- How to edit an expense?
- How to copy an expense?
- How do I create an expense report in Rindegastos?
- What is RIA in Rindegastos?
- How to create and send a report?
- How to correct a report?
- How to create reports linking a reimbursable fund or petty cash?
- How do I transfer a draft expense report to another submitter?
- What are review workflows and how do they work?
- How do I download a report?
- How to track a submitted report?
- 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?
- How to assign an innvoice to an expense as a submitter?
- Cards - How do I connect my Rindegastos account with Tenpo?
- 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 link WhatsApp with my Rindegastos user?
- What is the gallery and how does it work?
- How to approve and reject expenses
- How to return an expense report?
- How to track and leave comments on a report
- How to assign an invoice to an expense as an approver?
- How to open a closed report?
- How to review and approve a reimbursable fund or petty cash request
- How to assign custom statuses to an expense report?
- 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 configure roles and limitations for users?
- How to replace a user in the review workflow?
- How to delete a user?
- How to suspend a user?
- How to reactivate a suspended user?
- How to create expenses policies?
- How to add users to a policy?
- 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 enable and create custom statuses for reports?
- How to set up mileage for mileage expenses?
- How to set up currency and exchange rates for expenses?
- How to set up a review workflow?
- How to edit a review workflow?
- How to update a review workflow in Rindegastos?
- 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 are expenses validations and how to configure them?
- What are predefined validations and how to configure them?
- What are report validations and how to configure them?
- 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?
- How to integrate Rindegastos with my ERP?
- Travel - How to use travel in Rindegastos with COCHA?
- How to enable SSO authentication for platform login?
- How to enable or disable WhatsApp?
- What is the audit log and how to review it?
- What is invoice assigment and how does it work in Rindegastos?