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• 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 an authorization flow

  How to add an authorization flow With an authorization flow you choose one approver or a combination of approvers who can approve transactions in Klippa. An authorization flow can be triggered in various ways: Automatically when saving a transaction through a business rule, read in this article how to set up business rules for your expense process and in this articleFew readers

• How to add a business rule for invoices

  How do I add a business rule for invoices? A business rule is a rule that allows you to perform certain actions automatically under certain conditions, such as changing the status of an invoice, sending notifications and triggering aFew readers

• What do the user roles in Klippa mean?

  What do the user roles in Klippa mean? Klippa users can have different roles. But what exactly do those roles mean? In this article we explain what these roles mean and what the different users can do. It is possible to assign users multiple roles. ExpensesFew readers

• How to add a business rule for expenses

  How to add a business rule for expenses A business rule is a rule that allows you to perform certain actions automatically under certain conditions, such as changing the status of an expense, sending notifications and starting an auFew readers

• How to add users to groups?

  How to add users to groups? Why do we add users to groups? Allowing users to select certain values ​​when submitting an expense So that you can set in the business rules which authorization flow applies to a group of users Make sure you are logged in to the Klippa Web App as a user with "admiFew 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 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://storaVery popular

• 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