List of documents from Al Green
Document | URL | Implemented? |
|---|---|---|
Timesheets Overview - July 25.docx | Don’t add? | |
Trips.docx | Already there | |
FTP Export Setup.pdf | Already there. Updated. | |
Ireland ERR.docx | Already there | |
Commute Distance 11-12-2023.pdf | Already there | |
Choosing Single vs Multiple Organisations.pdf | New article in setup and config | |
Carbon Emission Tracking.docx | Already there. Updated. | |
AI-Powered Categories.docx | Updated articles | |
SmartAudit v1.pdf | Nothing there. No “How to”. Only marketing doc. |
Pliant cards
I’ve rolled everything Pliant related into one article … but I’ve nothing on setup / integration.
When I add a credit card to a users account, it automatically adds Pliant. How do you dePliant it?
Timesheets
Is this actually in the product? Can’t find anywhere in mobile with 2 different builds.
Timesheets Overview - July 25.docx
Just leave for the moment?
Receipts inbox / section
How do actually make it appear? I can’t see it in the web or mobile. Is it only for credit cards?
Stuff from onboarding sesh to check is in the help:
Auto SUBMIT:
Enable Auto Submit:
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If selected, Capture Expense will automatically submit any draft claims, either weekly or monthly, and at the day and time you specify. XX
Receipts inbox and card matching
Users with cards upload receipts to the inbox, card transactions come in via the feed, and the system automatically matches receipts to transactions.
WHY DON’T I HAVE A RECEIPTS section? Is this linked to the missing “remove” button?
Also - deleting a claim. Does the receipt get binned too?
Auditor
Are auditors just going into the Insights tab and download information?
Connect to Open Banking / Moneyhub closure
Is any of this still valid?
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Will it have any effect on these articles? What’s the alternativo to Moneyhub?
https://captureexpense.freshdesk.com/support/solutions/articles/204000026184
https://captureexpense.freshdesk.com/support/solutions/articles/204000026248
Alerts
https://captureexpense.freshdesk.com/support/solutions/articles/204000026126-how-do-i-set-up-alerts-
I’ve removed the list of all the alerts. not sure why it would be needed
Set up commute distance
Commute distance - no longer calculated automatically? Is it an override thing?
Vehicle rates
What is taxable amount?
Deleting users
What happened to the REMOVE option mentioned in the help? Has that just become delete?
https://captureexpense.freshdesk.com/support/solutions/articles/204000026181
Enabling SSO
The procedure loops and contradicts itself. Steps 7–10 essentially repeat what steps 6–7 already say (Verify, Accept, app added to Azure AD Enterprise apps, users can sign in). It looks like two versions of the same procedure got merged without cleanup.
Step 5 is out of scope. This step describes the user completing MFA on their phone — that's a standard Microsoft login flow, not something specific to enabling SSO. It conflates the admin setup process with the general sign-in experience.
"Azure Active Directory" is outdated. Microsoft rebranded this to Microsoft Entra ID in 2023. The intro actually uses "Entra ID" correctly, then reverts to "Azure Active Directory" in the steps — worth standardising.
The title POV is muddled. "How do I enable single sign-on for your users" — the "your" is inconsistent with the "I" and suggests this was written for a different context.
The intro mixes two audiences. It tells admins to contact IT, then immediately gives steps for the IT admin. Could be cleaner.
VAT report
Is this the same as a VAT report?
https://captureexpense.freshdesk.com/support/solutions/articles/204000026205-how-do-i-report-on-vat-
VAT on mileage and rates
You can generate a report in Capture Expense showing amounts paid against the approved amount.
"Capture Expense stores the approved rates and you can generate a reports which shows how much you've paid to staff versus the approved amount"
"You can generate a report from Capture Expense which will show the amounts paid, if they've been paid anything above the approved amount, HMRC can be notified using form P11D."
XX - where is this report? How can I access it?
Free trials
Still a thing?
Onboarding
Too much duplication. Just link to the correct place in the help?