Admin environment | Klippa Helpdesk

How do I connect with Xero
How do I connect with Xero? Open the Klippa Web App and go to Settings in the menu on the left and click on Company in the drop-down menu. In the Company settings you will find several menu items. Click on Company Settings / Connections. In the overview of connections, look for Xero on the bottom of theFew readers
How to change the notification settings for my company?
How to change the notification settings for my company? In Klippa you can send automatic e-mail notifications to users who need to perform an action in Klippa. You can determine the frequency and time of the e-mail notifications yourself. Users with an approver role will receive a notification when transactions in their to do list ready for approval. Users with a finance role will receive a notification when there are transactions in their to do list with the status submitted and/or appFew readers
How to add one or multiple user(s)
How to add one or multiple user(s) Make sure you are signed in on the Klippa Web App Navigate to "Company" and then "Settings". Click on the tab for "Users" in the company settings and click on "Add" in the upper right. Fill in the details of the new user and finally click on "Create". The new user will receive an email to active the account. ![](httPopular
How to import users
How to import users We advice you to use our import method if you want to add a large amount of users at once. Make sure you are signed in on the Klippa Web App Navigate to "Company" and then "Settings". You are now in the company settings. Click on the tab for "Users" and click "Import" in the upper right. Instructions on how to create an import file are given in the Klippa interface. ![](https://storage.crisp.chat/users/helpdesk/website/4cae8d8Popular
How to add groups
How to add groups In Klippa it is possible to divide your employees over groups. For instance, you could create a group and link to a different value (i.e., category, cost center, cost unit, payment method, project) to only show relevant field whenever an employee submits their expense. Furthermore, groups can be used in the authorization flows and business rules. Make sure you are signed in on the Klippa Web App Navigate to "Company" and then "Settings".Popular
How to add categories
How to add categories In Klippa you can use categories to make a distinction in the expenses. In addition, you can link them directly to your general ledgers and VAT codes for easy administration! Make sure you are signed in on the Klippa Web App Navigate to "Company" and then "Settings". You are now in the company settings. Click on "Categories". You can either add categories manually or import in bulk. Further instructions are shown in the KlippPopular
How to sync cost units, cost centers and projects from my integrated accounting system?
How to sync cost units, cost centers and projects from my integrated accounting system? Klippa is software partner with a variety of accounting and ERP systems. Is your Klippa account already integrated with your current system? Navigate in the web app to Company > Settings > General and check the toggle to switch your cost units, cost centers and/or projects. Is your Klippa account not integrated with your system yet? Please check our [integration articles](https://help.klippa.com/nl/categPopular
How do I add cost centers?
How do I add cost centers? Make sure you are logged in in the [KlippaPopular
How to add cost units
How to add cost units Make sure you are signed in on the Klippa Web App Navigate to "Company" and then "Settings". You are now in the company settings. Click on the tab for "Cost units". You can either add cost units manually or import in bulk in the upper right. Further instructions are given in the Klippa interface. ![](https://storaPopular
How to add projects
How to add projects Make sure you are signed in on the Klippa Web App Navigate to "Company" and then "Settings". You are now in the company settings. Click on the tab for "Projects". You can either add projects manually or import in bulk in the upper right. Further instructions are given in the Klippa interface. ![](https://storage.crisp.Popular
How to set user roles?
How to set user roles? Klippa users can have different roles, that determine their permissions to perform certain actions in the application. In this article we explain how you can assign roles to users.Popular