Guides

Account creation & access

• How do I reactivate a user?
• How do I perform the initial setup of Cardlay Expense?
• How do I add or edit the AirPlus Employee ID in Cardlay Expense?
• How do I find or set up the Employee ID in AirPlus's Portal?
• How do I update categories and set up subcategories?
• How do I get access to the app?

User & employee management

• How can I change my notification settings?
• How do I invite multiple new users at once?
• How do I link unassigned cards to employees?
• How do I deactivate an employee?
• How do I create and use teams in Cardlay Expense?
• How do I invite people to Cardlay Expense?
• See all 7 articles

Customization & filters

• How do I overwrite my existing cost code setup?
• How do I add new cost codes to my existing setup?
• How do I upload cost codes to Cardlay Expense?
• How do I enable and disable Spencer AI Assistant?
• How do I set default VAT rates?
• How do I customize the app experience for my company?
• See all 10 articles

Exports and reports

• How do I export and download expenses?

Expense management

• How do I enrich expenses in the webportal?
• How do I split an expense in the app?
• How do I approve expenses as an Expense Manager?
• How do I split an expense in the web portal?
• How do I submit a mileage in the app?
• How do I submit an out-of-pocket expense?

ERP integrations

• How do I set up my Business Central integration?
• How do I set up my ERP integration (e-conomics, Dinero, Billy & Uniconta)?
• How do I set up my integration to Fortnox?