Expenses – Helpcenter Trip Keeper

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Helpcenter Trip Keeper

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First steps

Foreword
Lexicon
Installation et connexion à l’application
Identity verification
Virtual payment card
Order a physical payment card

Platform

Accepting / Refusing a refund request
Customise the platform
Customised settings for a user

Setting up

Create a user
Setting up a business unit
Create user groups
Onboarding
Creating roles
Creating a business vehicle

Expenses

View your bank account
Credit the account
Consult expenses
Expenses to be processed by users
Export expenses (CSV)
Setting up categories: ceilings & services

Mobile app

My account
My dashboard
My authorised expenses
My expenses
Find a service

FAQ

What should I do if I lose my card?
Where can I find my PIN code?
Where can I find online help?
Why haven’t I received my card (yet)?
Why was my payment refused?
In bulk

Expenses

View your bank account
Credit the account
Consult expenses
Expenses to be processed by users
Export expenses (CSV)
Setting up categories: ceilings & services

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