Web app
16 Articles
How to use the Soldo web app for spending, controls, and tracking.
Web app
16 ArticlesHow to use the Soldo web app for spending, controls, and tracking.
- Managing fuel transaction categorisation
- Download/export data from the web app
- How do I find transactions with missing details?
- How can I create a custom request process?
- What are 'lists' and why are they useful?
- How can I create or edit 'lists' to categorise transactions?
Mobile app
18 Articles
Using the Soldo mobile app for payments, receipts, and expenses.
Mobile app
18 ArticlesUsing the Soldo mobile app for payments, receipts, and expenses.
- Introduction to the mobile app
- Where can I download the Soldo mobile app?
- How to register for the mobile app
- Re-register for the mobile app
- What can employees do in the Soldo mobile app?
- What can admins do in the Soldo mobile app?
Soldo use cases
4 Articles
Using Soldo for T&E, operational, departmental and team spending.
Soldo use cases
4 ArticlesUsing Soldo for T&E, operational, departmental and team spending.
- How do I enable employee spending?
- How to review, report on, and analyse expenses?
- Create separated budget wallets in Soldo
- Ad-hoc expense requests
Reports
8 Articles
Generating reports and tracking spending in Soldo.
Reports
8 ArticlesGenerating reports and tracking spending in Soldo.
- Viewing and filtering transaction reports
- Download transaction reports
- How are transactions filtered within Soldo?
- What are Saved views?
- How to create a new Saved view
- How to duplicate an existing view