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  1. Soldo
  2. How to use Soldo
  3. Web Console

Web Console

  • How can I order a Soldo card for a user?
  • How can I check my company's balance on Soldo?
  • How do I customise the data I see on my Soldo transactions table?
  • Why do transactions in Soldo have different dates? What are 'authorised' and 'settled' transactions?
  • How can I monitor user spending?
  • How can I set spending limits and budgets for users and expense centres?
  • How do I transfer money from a wallet to Soldo cards?
  • How can I get notified when a user is running out of money?
  • How can I be notified when a wallet is running out of money?
  • How can I set up automatic transfers so a user never runs out of money?
  • Can I limit cash withdrawals?
  • What is an 'Autotag' and how does it work?
  • What are ‘Reminders’ and how do they work?
  • What is a “Library” and how do I access it?
  • What are 'permissions' and how do they work? Can a user have multiple 'roles'?
  • How do I add a new custom 'Set of resources' for Permissions?
  • How do I add a new custom 'role' for Permissions?
  • How can I create 'lists' to categorise transactions?
  • How do I delete a user's Soldo profile?
  • How do I close my company's Soldo account?
  • How can I split a transaction into multiple line items?
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