Who is an Admin?
Admin or Administrator is a user that has control over the features available to view, control, and manage the organization's workflow, policies, settings and configurations. An admin can perform multiple actions on behalf of spenders and approvers.
An admin is also a spender, therefore you will have two views on your expense management account: the Admin view and Spender view. The Admin view allows you to perform various actions for your organization, for example, set automated report submission schedules for your users. In the Spender view, you can use it to submit your business expenses.
You can switch between the two views from the top right corner of your screen.
Pages available to admins
Since you will be managing various functions, different pages are visible including Tasks, Spend overview, Expense reports and Business expenses.
Tasks: This is your first landing page, from the Tasks page you can complete any pending action and send reminders to your employees to complete any pending tasks they might have.
Spend overview: This page gives you an at-a-glance view of the spending patterns across your organization. You can filter and customize your view to see the required data.
Expense reports: As an admin, you will be able to view, approve, and send back reports created by users. You can view and take various other actions from the Reports page.
Business expenses: All expenses, across all states and employees, will be visible on this page. You can edit expenses and remind your users to submit them when they are due. You can also export expenses from this page in Excel, CSV and PDF formats.
Admin settings
Apart from the functions on various pages, there a more settings that you can control as an admin. You can access admin settings by selecting the gear icon in the top right corner of your screen.
On the left-side panel, there are various settings you can modify:
Account: Set up general account settings and organization-wide notification preferences.
Workflows: Set up policies around expenses, approval workflows, receipt settings, and organization budgets, automate report submission and manage advanced settings.
Expenses: Configure expense form fields, merchant-based expense rules, projects, categories and cost centers.
Employees: Manage your employee fields, departments, levels and employee overview.
Integrations: Integrate your Capital One account with accounting software and a human resource management system (HRMS).
Help articles and support
You can always reach out via email to our support team for any queries you may have from the support icon in the top right corner of your screen.
The Help Center has multiple knowledge base articles to guide you through the product.
If you need further assistance, reach out to our support team at support@capitalone-fylehq.com.