aio* user guide - next generation expense management
Transcript of aio* user guide - next generation expense management
![Page 1: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/1.jpg)
next generation expense management
getaio.co.uk
![Page 2: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/2.jpg)
2
Expense Management is painful
The old way of managing expenses is broken; paying out-of-pocket, collecting receipts, expense reports, waiting to be reimbursed.
![Page 3: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/3.jpg)
3
Redefine how you manage expenses
aio* is for agile & dynamic organisations with distributed teams. It works across the organisation making purchasing & financial management smooth & smart for all team members.
![Page 4: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/4.jpg)
4
We connect prepaid business MasterCards with a smart management app.
Managers can easily allocate, manage and approve budgets, track spend in real time and have all the information ready for book keepers without the hassle of dealing with expense reports, reclaims processes or reimbursement.
For the employees, it means never being out of pocket and not having to collect and submit physical receipts, seek reimbursements or waste time on unnecessary admin.
Streamline your processes making spend predictable, visible & insightful
![Page 5: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/5.jpg)
5
How it works
![Page 6: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/6.jpg)
6
Register your company & top up your float account
£££Happy Inc
![Page 7: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/7.jpg)
7
Invite your team & get individual payment cards for everyone
£££Happy Inc
![Page 8: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/8.jpg)
8
Use the app to allocate money directly to team members
£££Happy Inc
£
![Page 9: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/9.jpg)
9
Or, team members can request budget which managers can approve
£££Happy Inc
£?
£
£
![Page 10: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/10.jpg)
10
Spend securely with transactions automatically tracked. Tag projects & receipts on the go
£££Happy Inc
£ £
![Page 11: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/11.jpg)
11
Export real time spend reports any time ready for upload to accounting systems
£££Happy Inc
£ £
![Page 12: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/12.jpg)
12
EventsSalesMarketing
Create budgets with other owners to manage more complex spend
£££Happy Inc
![Page 13: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/13.jpg)
13
EventsSalesMarketing
Easy management, no shared cards, no reimbursements & no expense reports
£££Happy Inc
![Page 14: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/14.jpg)
14
Let’s get started
![Page 15: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/15.jpg)
Welcome to aio*
This guide gives you an overview of how to use aio* to manage your company expenses.Once you complete your personal profile we will send you your aio* business payment card.The payment cards integrate with the app allowing you to manage your expenses better. Request budget for activities upfront or be assigned funds by a manager, spend on your card wherever MasterCard is accepted – update the transactions with receipts and tags on the go. The old way of managing expenses is broken and this system makes collecting receipts, filing expense reports and paying out of pocket a thing of the past.
16• Home
17• Submit a budget request
18• View and cancel pending
requests
19• Manage your spend
20• Return the change
Quick Links
![Page 16: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/16.jpg)
HomeYour dashboard shows you your current card balance and other useful information about your spend
1. Logout and get support from the top menu bar
2. Submit support tickets by clicking “Help”
3. Pick a subject and write a description
4. Click “SUBMIT ISSUE”
5. Use the bottom navigation bar to move around the app
1
2
3
4
5
![Page 17: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/17.jpg)
Submit a new budget request1. Navigate to the “REQUESTS” tab
2. Click “NEW REQUEST”
In the pop up form -
3. Enter the amount you require
4. A short reason for the request
5. Include additional notes that may be useful in describing your request
6. If your team is managing multiple budgets, select the relevant budget from the drop down list
7. Indicate what time frame you need the budget within
8. Click “SUBMIT”
Your manager will receive a notification to review
2 3
4
5
6
7
8
1
![Page 18: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/18.jpg)
View and cancel pending requests1. Click on a pending request on the
‘pending request list’ of “REQUESTS”
2. Click “CANCEL” to cancel a pending request
The request will be deleted from your request list and the manager will no longer see it
1
2
![Page 19: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/19.jpg)
19
Manage your spend1. Transactions are detected in real
time and you can view them in the “spend” tab
2. Open a transaction
3. Add a photo of the receipt
4. Tag the spend to the request that the spend was approved for
1. It’s really important to do this to help your company track how much has actually been spent on a budget
5. Tag a spend category to help your business manage their tax accounting
6. Save changes 1
2
3
4
5
6
7
![Page 20: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/20.jpg)
Return the “change”If you have finished the activity it's easy to return change to your company
1. In “REQUESTS” tab click “PROCESSED REQUESTS” button
2. Click to open a processed request
3. See how much money you have tagged to the activity
4. Click “RETURN UNSPENT FUNDS”
The balance of the request will be returned from your card to the company float account
2
1
3
4
![Page 21: aio* user guide - next generation expense management](https://reader036.fdocuments.us/reader036/viewer/2022062503/5870fb101a28ab5f528b59e3/html5/thumbnails/21.jpg)
21
We’d love your feedback!Help us improve our service either in the app by submitting a ticket
1. Open top menu
2. Click “Help”
3. Select a subject and type us a message
4. Click “SUBMIT ISSUE”
OR –
email us at [email protected]
Thanks
1
2
3
4