How to onboard and set up expenses
Premium feature: included in Balance and Business
Step 1: Go to Expense claims
If you haven't used expenses in Bokio before you can access the onboarding page by clicking on Expense claims in the main navigation
Step 2: Get started
Click the "Get started" button to start the short onboarding process. A popup will be opened asking you who will be using expenses. Select the relevant option for your company. You can always change this selection later.
Step 3: (Many) Invite people
Here you can review the process of expenses for many people. Click "Ok, got it" to continue to the next stage.
If you have employees in your company and wish to invite them to use expenses you can choose to invite them in this step.
When you're ready, click the "Send invites" button and your employees will be sent an invite email and be able to use Bokio to upload expenses.
Step 3: (Just me) Review process
If you will just be using expenses for yourself then you can review the expenses process on the following screen and finish by clicking "Ok, got it".
Step 4: Done!
Now you're ready to stay using expenses in Bokio! Find out more about how to upload your first expense.
Alternatively, you can also view instructions on how to manage expense settings and to add administrator permissions.