Account & Billing Settings
How to enable phone/email notifications, adjust your company billing and shipping addresses, and set custom fields
Training Calendar
Submitting & Approving Expenses
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How to login, upload your receipts, create and expense reports for approval, and approve expenses.
Submitting & Approving Time Off and Timesheets
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A walkthrough of how to create, submit, and approve Timesheets and Time Off requests.
Reporting Module Overview
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An overview on how to create and generate reports.
Configuring Expense Settings for Admins
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How to manage your company's data and settings.
Configuring Timesheets & Time Off Settings for Admins
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How to manage timesheets and time off settings and policies for your company.
Managing Nexonia with Intacct
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An overview of how Nexonia is integrated with Intacct. Learn how to import and export data between Nexonia and Intacct, manage users, expense categories and Intacct dimensions.
Managing Nexonia with QuickBooks
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An overview of how Nexonia is integrated with QuickBooks Desktop or QuickBooks Online. Learn how to import and export data between Nexonia and QuickBooks, manage users, expense categories and QuickBooks dimensions.
Managing Nexonia with NetSuite
Alternating schedule
An overview of how Nexonia is integrated with NetSuite. Learn how to import and export data between Nexonia and NetSuite, manage users, expense categories and NetSuite segments.
Travel Booking & Analytics
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Review how to book travel, run reports, & view unused tickets.
Watch Nexonia's easy-to-follow brief tutorial videos here.
Training Videos
Personal Settings
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Click Settings under the Personal tab to access your personal settings.
Personal settings include the following sections: member details, activity, and notifications.
Member Details
If you need to change your password, click Change Password to adjust it.
Owners and admins can adjust their own member details. If you're a member, reviewer, or accountant, there isn't an option to edit these details.
Admins and owners find options to edit:
- First Name
- Last Name
- Phone Number
- Time Zone
- Employee ID (Optional)
- Role
- Location
- Custom field (i.e., Company Code)
- Custom field (i.e., Department)
Activity
This section shows the date and time of the last member login.
Notifications
The notifications section includes the four subsections: purchases, tasks, cards, and bank transfers.
Click Edit to adjust notification settings.
Purchases
Receive a notification when you make a purchase. As a cardholder, choose to be notified via email, text, or both about any purchase over a certain dollar amount.
If a transaction is declined, choose to be notified via email, text, or both.
Owners, admins, accountants, managers, and reviewers can be notified about transactions for any card that they manage.
All members can choose to be notified by email, text, or both about suspicious or fraudulent activity related to transactions for their cards.
Tasks
Task notifications are related to collecting receipts, pre-approvals, and weekly reminders.
Choose to collect receipts for your transactions via email, sms, or both.
Owners and admins can choose to be notified via email when a pre-approval requires approval.
Choose to receive a weekly email informing you of your assigned tasks.
Cards
Choose to be notified via email or not at all when one of your cards is created, suspended, or both.
Owners and admins find this option for all cards associated with your account.
Bank Transfers
Owners and admins can choose to be notified via email, sms, or both when funds are transferred to your account.