Set up the expense review feature

Activating the expense review feature is simple and it can be set-up by any user with the role:

• Super admin
• Admin
• Accountant

1. Log in to the Soldo web console.
2. On the left sidebar menu, click on ‘Expenses’ and then ‘Expense review’.

3. Select Set up and activate now.

4. Select a start date, this can be up to 90 days prior to the day you set up the expense review feature.

5. Select the payment methods you want expenses to be approved for.

6. Review your settings and select Activate expense review.

FAQ's

Who can use this feature?

Super admins, admins, and accountants are able to initially set up expense review and use this feature.

These roles also have the permission to review, approve or reject expenses and grant line managers the permissions to check and approve expenses. 

Are managers able to nudge users while reviewing expenses?

Yes, they can still send reminders to their employees through this feature to attach missing details.

What are unassigned expenses?

These are expenses that have been paid for using a company card shared between different employees.  That means that these payments or transactions cannot be automatically assigned to an individual. This process can only be done manually.

What reporting is available for expenses?

There will be an official PDF document that can be downloaded with the spender’s, approver’s, or line manager's signature. You can get this document from each employee. You will also be able to see the status of each expense when looking at your accounting platform report.