Web Console
- How do I customise the data I see on my Soldo transactions table?
- What is the 'Autotag' and how does it work?
- How can I order a Soldo card for a user or expense centre?
- How do I transfer money from a company wallet to Soldo cards?
- How can I create a user or expense centre?
- What are 'permissions' and how do they work? Can a user have multiple 'roles'?
- How do I add a new custom 'group' for Permissions?
- How do I add a new custom 'role' for Permissions?
- How can I monitor user spending?
- How can I check my company's balance on Soldo?
- How can I get notified when my company wallet is running out of money?
- How can I get notified when a user or expense centre is running out of money?
- How can I set up automatic transfers so a user or expense centre never runs out of money?
- How can I set spending limits and budgets for users and expense centres?
- Can I limit cash withdrawals?
- Why do transactions in Soldo have different dates? What are 'authorised' and 'settled' transactions?
- How can I create 'lists' to categorise transactions?