Getting started
Create your company, add the team, finish setup.
8 articles- Set up your companySet up your company in RevoSpend: sign up, confirm your email, then choose how expenses move, add your team and set your approval route.
- Add and invite your teamAdd users one by one or import a list of employees, then send activation links to invite them. A seat is taken when the link is sent.
- Roles and duties explainedUser roles and permissions in RevoSpend: Owner, Admin and Member access, the Finance and Accounting duties, and how the approver is worked out.
- Organise your team with departments and projectsDepartments work like cost centers: with managers and projects they decide who approves an expense and how spend is broken down in reports.
- Remove someone from your teamWhen an employee leaves the company, remove them to deactivate their access and hand their work to someone else. Their expenses stay on record.
- Join your company on RevoSpendGot a RevoSpend invitation? Open the activation email, set your password and sign in to add your first expense.
- Work with more than one companyManage multiple companies with one login: switch company from the sidebar and add new entities under one account — ideal for groups and accountants.
- Your profile, password and sessionsChange your name, language, email or password, turn the daily reminder on or off, and sign out of other devices.