Manage your Zevoy Account
Here’s everything you need to know about using Zevoy as an Admin
33 articles
General information about managing company fundsFor Admin and Owner roles: This article summarizes everything you need to know about managing your company's funds and applying for credit limit raises in Zevoy.
How do I add prepaid funds?
How do I request a limit increase for my company?You can request a credit limit increase for your company directly from the Hub.
How to generate an account statementAdmins are able to generate account statements directly from the Zevoy Hub.
How do I view my available company balance?
Enable management of expenses and claims on behalf of other usersEnable Assistant Mode in your organization so that users can manage expenses and claims on behalf of others!
Auto-Invoicing Settings for Zevoy Prefund AccountsTo ensure that your organization's Prefund account remains funded, Zevoy offers an Auto-Invoicing feature.
Credit Limit RaiseEssential information about credit limit raise if your company has already been granted credit.
How do I invite users to Zevoy?
What are Hub roles?Everything you need to know about Hub roles and how to assign them.
How do I remove a user?Users can be removed through the Users page in the Hub by an Admin or an Owner.
How do I invite users and order cards?Everything you need to know about inviting new Zevoy users and ordering cards.
Manage your subscriptions with ZevoyManage your subscriptions more safely and efficiently with Zevoy's subscription dashboard.
How to set default values to your cardsManage your expenses more efficiently by setting default tags, categories and descriptions to your cards!
How do I set card limits for users?
How do I freeze and close cards?Everything you need to know about freezing and closing Zevoy cards.
How do I manage card limits?Everything you know about card limits and allocating funds in Zevoy.
How do I change the owner of a subscription card?Effortlessly switch the owner of a subscription card whenever needed
How to update a card's ATM withdrawal limitA card's ATM limit can be updated through the Zevoy Hub by an Admin user.
Company and employee invoicesYou may direct invoices for a Zevoy card directly to the cardholder instead of the company.
Card lost in the mailWhat to do if your ordered card is lost in the mail?
Add a layer of approval to your expensesSet up an verification process for expenses to promote responsible spending.
What are the different tabs under Expenses?The expenses page is where you keep track of your receipts and where you can approve and reject them
How do I review expenses in the Hub?In the Zevoy Hub, Admins & Bookkeepers can review, edit and split expenses as well as approve and reject them.
When should I reject an expense?
Zevoy Expense managementTransform your expense management with enhanced visibility and control, reduced manual work and closing your books faster.
How to Connect Zevoy to Microsoft Dynamics 365 Business CentralTo link your Zevoy account with Microsoft Dynamics 365, a small one-time setup is needed in your Microsoft Azure portal.
Managing your Card Default settingsEverything you know about managing your company Card Defaults in the Zevoy Hub.
Turn on reminders for missing receipts and rejected expensesSend notifications to your users when they have pending and newly rejected expenses.
How do I update my invoicing information?
What are archived categories, tags, etc.?
How do I create tags?Tags are useful for many things such as connecting expenses to projects, cost centers, and customer numbers.
How do I create categories?You can create categories in the Zevoy Hub.