My account

• How to change the email address I am using to log into Klippa?

  It is not possible to change your e-mail address yourself. Fortunately, our support team can do this for you. Using the steps below, we can quickly change your e-mail address: From your current Klippa e-mail address, send an e-mail to support@klippa.com. Include both your current e-mail address and the new e-mailFew readers

• How to configure my dashboard in the Klippa Web App?

  The Klippa web app has several dashboards where expenses or invoices can be viewed: My expenses Manage expenses Manage invoices The columns in these dashboards can be fully customised to your personal preference. In this article, we explain how these adjustments can be made. Make sure you are logged into the Klippa Web App. Go to the dashboard you want to configure in the menu on the left. Scroll to the right within this dashboard and click on the graFew readers

• How do I delegate tasks to a colleague?

  Delegation The delegate function allows certain tasks or responsibilities to be temporarily assigned to someone else on your team. When you delegate tasks, you give someone else the authority to perform actions on your behalf within the system. You can find this function under Settings Personal Delegation. By clicking on the ''plus'' icon, you get the overview belowFew readers

• How can I perform delegated tasks for a colleague?

  A colleague has delegated tasks to you, so you are able to perform certain tasks for this colleague while this colleague is absent. To view the delegator’s name, click on your name at the top right of your account. The delegator's name will then be displayed below your name By selecting the delegator's name, you gain access to the absent user's environment, enabling you to perform tasks on their behalf (https://storage.crisp.chat/users/helpdesk/website/-/4/c/a/e/4cae8d8acec84400/imagFew readers

• How to change my Klippa password?

  Visit this webpage, click "Forgot my password" and submit your registered Klippa email. We will send you an email with further instructions to set up a new password. Are you signed in and want to change your password? Please check your account.Popular

• How to log in using Single Sign On (SSO)

  Klippa offers the possibility to log in with Single Sign On (SSO), which means that you can log in with your company e-mailaddress and without a password. If your organization supports this, you can log in to Klippa with SSO. Klippa Web App Go to the Klippa login page and click on SSO Login below the regular Login button. Enter your e-mail address inSome readers

• How to change the language of my Klippa account?

  Klippa currently supports 7 languages: English, German, Dutch, Spanish, French, Portugese and Arabic. In order to change the default language just check the settings in the Klippa App or Web App.Popular

• How to change my personal e-mail notification settings?

  In Klippa you can choose to receive e-mail notifications when you need to perform an action in Klippa. For example, you can receive a notification when it is your turn to approve a transaction. 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 approved ready to be processed. These notificationsFew readers

• How to set push notifications for the mobile Klippa App?

  It's possible for you to receive push notifications from Klippa on your mobile phone. Below are the situations in which you can receive a push notification: The status of your expense has changed. It's your turn to approve an expense or invoice. Read here how to set up push notifications on an iPhone. The section "Turn off notifications for specific apps" explains how to enable or disable noFew readers

• How to delete my Klippa account?

  Due to security reasons, only the account owner can delete his/her Klippa account. Please sign in on the Klippa Web App and navigate to settings. Click on 'Your account' tab and scroll a bit down. After your delete request, you will receive an email for confirmation. Click on the link in this email to complete this. A final email will follow stating that your account has been deleted. Did you forget your password or is your account linked to Google, Facebook or ApplPopular

Expenses

• I can't see certain fields or values when submitting an expense. How do I solve this?

  It is unpleasant that you can't select everything you expect. This can have several causes. This article describes possible causes of this problem and the corresponding solutions. This article relates to the following problems: I cannot see certain fields (category, cost centre, cost unit, project, and/or payment method). I cannot select certain values in one or more of these fields (for example: I cannot see the category 'travel expenses' in the list of categories).Few readers

• What do the statuses on expenses in Klippa mean?

  You have probably noticed that an expense can have different statuses. But what exactly do those statuses mean? That is what we will explain in this article. The following six statuses are available: Needs review The expense has not been submiFew readers

Invoices

• How does the duplicate detection work?

  To prevent fraud, Klippa uses automatic detection of duplicate invoices. We use a few techniques to mark a transaction as a possible duplicate: We look at the document, whether we have seen the exact same document results before in our system We look at the combination of certain fields Invoices We mark as duplicate if 2 out of 2 fields are the same: Invoice number + merchant Invoice number + amount Expenses We mark as duplicate if 3 out of 4 fields are the same: MercFew readers

• What do the statuses on invoices in Klippa mean?

  You have probably noticed that an invoice can have different statuses. But what exactly do those statuses mean? That is what we will explain in this article. The following statuses are available:Some readers

Mobile App

• I am experiencing issues with the mobile Klippa app. What can I do?

  Are you experiencing problems with our App? The app freezes, does not respond or even crashes completely? We find that very unpleasant. We have listed a number of steps that might help you solve the problem. Steps to solve problems Often, such problems are caused by the fact that you are using an older version of Klippa. Therefore, the first step is to check whether you have the latest version of Klippa. In step 1 we describe how you can check this and how you can update to the latest versionFew readers

• I am unable to photograph the receipt completely. What can I do?

  We're sorry to hear you're having trouble photographing your receipt. This may be due to the automatic cropping, this results in a green area that should cover the entire receipt. If the cropping does not work, you can disable this function by clicking on the cropping symbol in the top left of the screen. Crop function on: Crop function off: (https://storage.crisp.chat/users/helpdesk/websiFew readers

General questions

• Which IP-addresses is Klippa using?

  IP addresses: 52.166.62.35 en 13.81.56.143Few readers

• How does the to-do tab, all tab & the filters work?

  Navigate in the menu on the left side to process expenses / process invoices. Here, you will see two boxes at the top left of the screen labeled To-do & All. To-do Under the To-do box, all expenses / invoices that are waiting for an action from you will be listed. Approver: As an approver, you will see the expenses / invoices under To-do that are awaiting your approval. Finance & Admin: As a finance user, you will see rejected, incomplete and approved expenses / invoFew readers

• How to reset your 2FA?

  Resetting your 2FA with the app may be necessary in situations like losing your phone, changing devices, or when the 2FA setup needs to be reconfigured for security reasons. Navigate to the Klippa Web App Click on Forgot password button After resetting your password, you will have the opportunity to reconfigure the 2FA setup with your authenticator app By following these simple steps, you can reset your 2FA using the app and ensure that your account remains secuFew readers

• Transaction not visible in list

  Transactions in your SpendControl account may not be visible for various reasons. Here are some factors to consider when troubleshooting this issue: To-Do List Ensure the transaction has been processed and assigned to you. Transactions that are pending or not yet included in your task list may not display. Potentially the transaction can already be found in the "All" section. Filters Check if any filters are applied that might be hiding the transaction based on specific criteria.Few readers

• How to set up 2FA?

  Two-Factor Authentication (2FA) provides an additional layer of security for your Klippa Web App account. Here's a step-by-step guide on how to set up 2FA using Google Authenticator. By enabling Two-Factor Authentication with Google Authenticator, you enhance the security of your Klippa Web App account and protect your sensitive data from unauthorized access. Log in to your Klippa Web App account After you tried to log in, you will see the following screen,Few readers