How to start for Admins?
Created by: Povilas Zinys
Modified on: Thu, 25 Feb, 2021 at 10:47 AM
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.
Load funds to your Haslle wallet
Download the Haslle mobile app
Set up your company Departments and main Spending categories
Invite your team members to Haslle and assign them a budget
Issue virtual and physical cards and assign them to teams and employees
Use your Haslle card
Use Haslle bank transfers
Overview Spending, Actual and Planned Budgets
Collect receipts, invoices, purchase and vendor data
Review, approve and export expenses
Manage employee and team requests
Manage vendors and automatic assignment of categories, labels and other data
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