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First steps

First steps

  • Lexicon
  • Foreword
  • Identity verification
  • Virtual payment card
  • Order a physical payment card
Platform

Platform

  • Dashboard
  • Accepting / Refusing a refund request
  • Customise the platform
  • Customised settings for a user
Setting up

Setting up

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

Expenses

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

Mobile app

  • Installing and connecting on the app
  • My account
  • My dashboard
  • My authorised expenses
  • My expenses
  • Find a service
FAQ

FAQ

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

FAQ

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

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