Once an expense happens on a card it can be pushed to accounting. Here’s how to do it. Note: An ERP or accounting tool needs to be connected and synced to Fyorin and configuration needs to be completed first. Opening a pending expense - Click "Expenses" in the left-hand navigation — new card expenses land here automatically, starting out "Pending" until the required details are filled in. - Click the chevron (›) icon on a pending expense's row to open its details. Completing missing detai...

Assigning cost categories to a card Click on a card to open its details. Click the icon next to the card's name to open "Edit Card" — this is where you assign the card's "Cost Categories" (eg. "Hosting," "Marketing Services," "IT" and "Marketing"), which tells the system which ledger categories to try matching that card's spend against for posting. Expense Module — general settings - Click "Expenses" in the left-hand navigation. - Click the "Settings" tab. - Set the "Review Period in Hours" ...

Watch the video below for a step-by-step guidance on how to set up Expense Management, create a manual expense and create a claim. https://app.arcade.software/share/tbS13eKsn6cdG9cmobFR

Card Setup Before creating a claim, ensure your card has the right cost categories assigned. You can do this by: - Setting categories when creating a new card using the 'Cost Categories' field - Editing an existing card to update its categories Creating a New Claim - Navigate to 'Claims' in the top right corner of the Expense Management Screen - Click 'Create Claim' - Enter the claim details: - Claim name - Date - Coverage period - Select the employee/user for the claim - L...

To configure Expense Management you need to check the following sections. Cost Categories When issuing employee cards, you can predefine specific cost categories to streamline your reconciliation process and expense allocation in your accounting system. Employees have the flexibility to split a single card expense across multiple cost categories for precise cost allocation. Our product gives you default ledger cost categories. Should you wish additional ones you can click on ‘Add Category’, ...