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How to start for Admins?

Starting with Haslle is easy. Here's a quick guide on how to get going.

Hi!


We are super excited to have you on board. I know the application process is not fun but now we are ready to make your life easier managing your business spending. Please see below a quick start guide to use our web platform and our mobile app.

 

You have received an email from the sales team and the system saying your account was approved. Now let's load funds, invite your team members, and issue cards.

 

  1. Load funds to your Haslle wallet
  2. Download the Haslle mobile app
  3. Set up your company Departments and main Spending categories
  4. Invite your team members to Haslle and assign them a budget
  5. Issue virtual and physical cards and assign them to teams and employees
  6. Use your Haslle card
  7. Use Haslle bank transfers
  8. Overview Spending, Actual and Planned Budgets
  9. Collect receipts, invoices, purchase and vendor data
  10. Review, approve and export expenses
  11. Manage employee and team requests
  12. Manage vendors and automatic assignment of categories, labels and other data