Getting started

Welcome, we are pleased to have you here and we hope you will be able to start your work faster thanks to this tutorial. Let’s get started.

Once you are logged in to the application for the first time, you should ensure that the system settings fit your preferences. In the upper-right corner of your space you will find the Settings button. Click it.

At this point, you should see 5 tabs:

My account – this is where you can change your account details and set a new password if needed (the screen-shot below).

General – here you can name your work-space, set your main currency and choose the default fuel unit. You can also choose which airport code type should be primary in the system.

Users - allows you to add and manage users, set their access levels and regenerate passwords.

You can click on the user to access more details, regenerate the password, change access level or delete the user.

Adding new user – when adding a new user make sure you set the appropriate access level. Use administrative level only for INTENDED administrators as with this level comes the permission to add, edit and delete users in your space.

Expenses – allows you to edit or build your own expense categories within the system. See tutorial.

Indices - are custom reference numbers to organize Trips in the system. Indices can be set-up to fit your company’s documents. See exemplary set-up:

The set-up above will result in Trip’s reference number as below:

In this example the first two characters are company’s ID prefix. First number represents a total number of Trips and the second one indicates number of Trips carried out this year only. Please contact us to set-up custom indices for your account.