Help Centre

Using Expensemate as an administrator

Articles showing administrators how to use the Expensemate portal.

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Using Expensemate as an administrator
Advanced features
How to manage multiple accounts with one user log-in
Learn how to manage multiple accounts from a single login.
Written byLuke McMullen
Exporting
How to integrate Expensemate with Quickbooks
Learn how to prepare and import your transaction data into Quickbooks.
Written byConner Toy
How to integrate Expensemate with Xero
Learn how to prepare and import your transaction data into Xero. 
Written byConner Toy
How to integrate Expensemate with Sage
Learn how to prepare and import your transaction data into Sage. 
Written byConner Toy
How to Manage and 'Check' Transactions
Learn how to manage transactions to ensure the information in the Expensemate system is accurate.
Written byHarry Rix
Uploading transaction data into accounting software
Learn how to export your transaction data ready for upload into your accounting software.
Written byLuke McMullen
Finance
Paying for Expensemate as a credit customer
Learn how billing works on a credit account.
Written byLuke McMullen
Topping up your balance as a prepaid customer
Learn how billing works as a prepaid customer.
Written byLuke McMullen
Settings
How to add a new user via the Portal
Learn how to add new users from within the Portal.
Written byLuke McMullen
A detailed guide to user roles
Learn the details of each user role in the Expensemate system and the permissions they have.
Written byHarry Rix
Tax codes, categories, and nominal coding
A step by step guide to setting up your accounting settings.
Written byLuke McMullen
How to set up groups for allocation and reviews
Learn how to structure your account and assign users to the relevant teams or projects.
Written byLuke McMullen
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