user guide to using aio*
TRANSCRIPT
next generation expense management
getaio.co.uk
2
Login
3
Login
4
Go to requests
5
Go to requests
6
Click “NewRequest”
7
Click “NewRequest”
8
Update request details
9
Enter amount
10
Enter amount
11
Enter reason
12
Enter reason
13
Add note
14
Add note
15
Pick Budget
16
Pick Budget
17
Pick Budget
18
Pick Budget
Pick Budget
Submit
Submit
Submit
Request sentto manager
Request pending approval
Request pending approval
Request pending approval
Manager approves
Card balanceupdated
Card balanceupdated
Spend on yourcard
Balance updates
Transaction detected
Go to spend
Go to spend
Open transaction
Open transaction
Add receipt
Add receipt
Add receipt
Add receipt
Add receipt
Add receipt
Add receipt
Add receipt
Add receipt
Add receipt
Tag spend torequest/budget
Tag spend torequest/budget
Tag spend torequest/budget
Tag spend torequest/budget
Tag spend torequest/budget
Tag accountingcategory
Tag accountingcategory
Tag accountingcategory
Tag accountingcategory
Tag accountingcategory
Add notes
Add notes
Save updates
Save updates
Save updates
If the activity iscomplete you can returnthe “change”
If the activity iscomplete you can returnthe “change”
If the activity iscomplete you can returnthe “change”
Open processedrequest
Open processedrequest
Open processedrequest
Open processedrequest
Return the “change”
Unspent fundsreturned to company account
0
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Card balanceupdated
getaio.co.uk