Step-by-Step Guide: Creating and Managing Expense Accounts on Flex

In this quick guide, you will learn how to easily create expense accounts, view their transaction history, and how to add/remove account assignees on the Flex Spend Management Platform

1. Creating an Expense Account:

(i) Log in to the Flex dashboard with admin permissions.

(ii) Navigate to the dashboard and select "Expense Accounts" from the navigation bar.

(iii) On the Expense Account page, Click on the "Create Expense Account" button.

(iv) Fill out the required information in the form, including the Account Name and Account Assignees.

(v) Click "Continue" to proceed with the creation of the expense account.

That is it; you will receive a notification confirming the successful creation of the expense account.

2. Viewing an Expense Account:

(i) Log in to the Flex dashboard with admin permissions.

(ii) Navigate to the dashboard and select "Expense Accounts" from the navigation bar.

(iii) On the Expense Account page, view the list of all existing expense accounts.

(iv) Click the "View" button next to a specific expense account to access its details.

Explore the provided details, including Expense Account Name, Account Number, Assigned Employees, and Transaction History.

3. Edit Expense-Account

(i) To edit an Expense account, Click the "Edit Expense Account" button at the top right within that expense account.

(ii) In the pop-up window, add or remove assignees for the Expense account.

(iii) Save the changes by Clicking "Save" and receive a notification confirming the successful editing of the expense account.

The expense account feature is also available on mobile📱so that you can manage them on the go.

Take advantage of the flexibility and control offered by Flex expense accounts to optimize your financial workflows and drive efficiency within your organization.