Zevoy Helpdesk

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Zevoy Helpdesk

Manage your Zevoy Account

Manage your Zevoy Account

Here’s everything you need to know about using Zevoy as an Admin.

Account

Managing your company funds

How do I add prepaid funds?

How do I request a limit increase for my company?

How to generate an account statement

How do I view my available company balance?

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Users

How do I invite users to Zevoy?

What are Hub roles?

Two-step approval of expenses

How do I remove a user?

Cards

How do I invite users and order cards?

Manage your subscriptions with Zevoy

How to set default values to your cards

How do I set card limits for users?

How do I freeze and close cards?

How do I manage card limits?

Manage multiple cards in the Hub

How do I change the owner of a subscription card?

How to update a card's ATM withdrawal limit

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Expenses

What are the different tabs under Expenses?

How do I review expenses in the Hub?

When should I reject an expense?

What transactions are included in my invoice?

Settings

Managing your Card Default settings

Turn on reminders for missing receipts and rejected expenses

How do I update my invoicing information?

What are archived categories, tags, etc.?

How do I create tags?

How do I create categories?

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