Get started with Soldo

Soldo use cases

• How do I enable employee spending?
• How to review, report on, and analyse expenses?
• Create separated budget wallets in Soldo?
• Ad-hoc expense requests

Registration, Onboarding and Plans

• How do I upgrade my subscription plan?
• How do I register with Soldo?
• Why does Soldo require documents like identification and proof of address?

Setting up your Company

• How can I get an overview of how to use Soldo?
• What are the 'default' roles? What can each default role (in Permissions) do?
• What can each 'default' role (in Permissions) do and see in each plan?
• What is the difference between a SuperAdmin and Admin?
• How can I make someone a SuperAdmin?
• How can I make someone an Admin?

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Pricing

• Changing to New Soldo Plans (Apr 2022)
• Changing Soldo Plan
• What is included in my plan if I signed up to Soldo between 4 April to 3 July 2022?
• Billing and add-ons
• I am an existing customer and signed up to Soldo prior to 4 April 2022, where can I see my plan?

Moving to new Soldo plans from 1 March 2023

• I signed up to Soldo before 4 April 2022. Will I be moved onto one of the new plans that were introduced after this date?
• Why did Soldo introduce new plans on 4 April 2022?
• Why is Soldo discontinuing legacy plans?
• Will I be moved to one of the new plans?
• What if I don’t want to move to a new plan?
• How does the pricing differ on the new plans?

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