First steps – 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

First steps

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

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