Set up your company
Set up your company in RevoSpend: sign up, confirm your email, then choose how expenses move, add your team and set your approval route.
Setting up your company in RevoSpend takes a few minutes. You sign up, tell RevoSpend how expenses should move, add your team and decide who approves what — the foundation of your expense management. Nobody is emailed until you’re ready.
Before you start
- Use your work email. You’ll become the company’s Owner.
- Have a rough list of your team to hand — names and email addresses are enough.
Create your company
Go to app.revospend.com/sign-up and fill in Company name, Your name, Currency, Work email and a Password of at least 12 characters. The currency is your company’s base currency for reports and approval thresholds.
Confirm your email address
Open the email from RevoSpend and click the link. Back in RevoSpend, click I have verified, continue.
Choose how to set up
Pick Set up with the assistant to answer a few questions, or I’ll set it up myself to fill in each step. You can switch between the two at any time — both save the same draft.
Choose how you work
Tell RevoSpend what happens after an expense is filed — On your own, Single approval or Multi-stage — and who usually pays: The company, The employee or Either.
Add your team
Add people one by one, paste a list of email addresses or import a CSV or Excel file. Adding people doesn’t email anyone.
Set the approval route
Decide who approves expenses — for example each person’s manager, or a named person — and when.
Review and start
Check the summary and click Start. Tick Send invitations now if you want your team to get their emails right away.
Your company is live
The Overview page shows your company. Everyone you invited gets an email to set their password.
Working on your own
If you choose On your own, the team and approval steps are skipped: your expenses are recorded without approval. When you add your first colleague later, RevoSpend asks whether expenses should start going through approval.
Choosing a plan
Your company starts once a plan is chosen. On the last step, Choose a plan takes you to the plan summary; after payment you come back to the same step and click Start. See Choose or change your plan.
Your setup is saved as you go — Draft saved appears after each change. Click Exit any time and pick up where you left off.
Troubleshooting
The verification email didn’t arrive. Check your spam folder, then click Resend the link. The link is valid for 24 hours.
“An account with this address already exists”. Your company may have added you already. Look for an email with an activation link, or sign in.
The Start button is disabled. Something in the summary still needs an answer. Click the highlighted row to go straight to it.