Web Console
- What are User Profiles for employee configuration?
- Expense Management
- Request funds
- How can I configure a request process?
- How do I set up the expense review feature?
- 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 do I transfer money from a wallet to Soldo cards?
- How can I get notified when a wallet is running out of money?
- How can I be notified when a company 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?