Expense control
- Can I use the Expense control tool without activating virtual cards?
- Can I limit the use of my employees’ cards? Can I do it by categories?
- Can I add multiple comments to an expense?
- Can I make payments in a currency other than euros with Expense control?
- What conversion is applied when making a payment in a currency other than euros?
- What roles exist in Expense control?
- Is it possible to use Expense control without having to load funds into the associated account?
- Is it possible to block a card if it is lost or stolen in Sesame’s Expense control?
- Grant access to Expense control
- Is it possible to use the cards on websites to make purchases?
- Can I reassign cards or users to other employees?
- Do my employees have access to information about available funds when making expenses, or is this information reserved for general roles only?
- What information is shown in the Summary section?
- Do I need to verify my identity to access Expense and Card management? How do I do it?
- How can I export my expenses?
- How can I manage a reimbursement?
- How can I assign users to Expense control?
- How can I assign a card to a user?
- Where are the expense notes stored?
- How does Expense control work?
- How can I break down an expense?
- How can I send expenses to the Export queue?
- How to set up Expense control?
- How do limits and periods work when assigning a card to an employee?
- What are company validators and how can I configure them?
- How can I download the report and expense receipts?
- I’ve been assigned as a company validator, how can I view the expenses I need to validate?
- How can I view the ticket of an already-exported expense?
- Can I export expenses that are still pending approval?
- Can I set approval levels for the expenses submitted by my team?
- How can I create approval teams and who are they made up of?
How can I assign users to Expense control?
For an employee to record their expenses through the Expense control tool, you first need to assign them as a user.
By doing this, you’ll be granting them access to the functionality so they can start registering their company expenses:
- Click on "Assign user" and search for the employees you want to add.
- From the "App functionality" column, you can manage which users have access to the Expense control app. Keep in mind that by default, when you assign a user, their access appears as disabled. Click Activate >> Confirm to grant them access to the tool.
From the main view, you can also see a count of users, as well as physical and virtual cards* currently in use.
If you want to increase the number of users and cards, simply go to "Add users" and click the pencil icon on your purchase ticket. You’ll be able to modify your plan in just a couple of clicks.
*Feature availability depends on local conditions and may vary by country.