In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts—including reporting tools. Follow the two part instructions below from Expensify to allow inDinero to download your account activity.
Part 1: Add inDinero to Policies
Step 1: Log into your Expensify account, select the Settings gear icon, and choose Policies from the dropdown.
Step 2: Click People from the "Policies" menu.
Step 3: Select Invite to add inDinero as a user.
Step 4: From the form, fill out the information as:
Email or Phone: cloudadmin@inDinero.com
Role: Policy Admin
Submits to: Select who ever the Expensify Admin is from the dropdown.
Step 5: Select Save to capture the information and to send the email invitation to your inDinero team.
Part 2: Add inDinero to Domains
Step 1: From your Expensify account, select the Settings gear icon, and choose Domain Control from the dropdown.
Step 2: Select Domain Admins to add inDinero.
Step 3: Type in "cloudadmin@inDinero.com" and select Add Admin to confirm.
We're here to help! Please reach out to fullservice@inDinero.com with any questions on your setup process.