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Category: Regular work with Fidoo

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Managing and changing cards

Card renewal

  1. Tasks section – click the Renewal Card Acceptance Confirmation task and Open.
  2. Check both confirmation boxes and Confirm.

To change the card settings

  1. Settings – Tabs – click on the tab you want to edit.
  2. Click on
    Settings icon
     and select Show settings.
    Card settings
  3. Edit the tab settings and Save.

Change merchant payment and ATM withdrawal settings for multiple cards

  1. Section Settings – Tabs – tick the tabs you want to change.
  2. Click on
    Settings icon
     (bottom centre) and select Allow/Disallow merchant payments or ATM withdrawals and confirm with OK.
Bulk change card settings

Bulk change of payment settings at merchants and ATM withdrawals

  1. Settings – Tabs.
  2. Click on
    Settings icon
     select Allow/disallow merchant payments or ATM withdrawals and confirm with OK.

Lock/unlock one card

  1. Settings – Tabs – click on the tab you want to lock.
  2. Click on Lock/Unlock Card (top right), or tick the Discharge Card at the same time checkbox and confirm with the Lock/Unlock button.
Locking the Fidoo card

Lock/unlock multiple cards

  1. Settings – Tabs – tick the tabs you want to lock.
  2. Click Lock/Unlock Selected (bottom centre), or tick the Discharge Cards at the same time box.
  3. Confirm with the Lock/Unlock Selected button.

Lock multiple cards

Bulk lock/unlock cards

  1. Settings – Tabs.
  2. Click on Lock all cards, if unlocked click on
    Settings icon
     and select Unlock all cards.
  3. Confirm with the Lock/Unlock all cards button.

Handing over the team card by the administrator

  1. Settings – Tabs – click on the tab you want to hand over.
  2. Click Settings icon and select Change holder.
  3. Select the new holder from the list of users and select Continue.

Permanent blocking of the card

  1. Settings – Tabs – click on the tab you want to block.
  2. Click
    Settings icon
     and select Permanently block.
  3. Confirm with the Block Card button.

Charging/discharging the card

  1. Settings – Cards – click on the card you want to load/unload.
  2. Click on
    Settings icon
     and select Charge/Discharge.
  3. Fill in the amount, in case of a discharge you can tick Discharge all and confirm with the Charge/Discharge button.

Charging the Fidoo card

Charging/discharging multiple cards

  1. Settings – Cards – tick the cards you want to charge/uncharge.
  2. Click on
    Settings icon
     (bottom centre) and select Charge/Discharge.
  3. Fill in the amount, in case of discharge you can tick Lock the cards at the same time and confirm with the Charge/Discharge button.

Bulk charge/discharge cards

  1. Settings – Tabs.
  2. Click on
    Settings icon
     and select Charge/Discharge.
  3. Fill in the amount, in case of discharge you can tick Lock the cards at the same time and confirm with the Charge/Discharge button.

Change of card approver

Personal card

The settings of the approvers of the personal card correspond to the settings of the cardholder’s approvers.

Team card

  1. Settings – Tabs – select the tab you want to edit.
  2. Approval tab – select Individual settings.
  3. Select one or two level approval, select the approver from the list of application users and Confirm settings.

Frequently asked questions about card management

In the case of a personal card, a change is only possible if the holder’s name changes. In this case, however, there is no need to order a new card, you only need to update your personal data in the Fidoo app. This can only be done by the AML Attorney who enters the new identification into the Fidoo application according to the newly issued ID. The next card issued (e.g. after expiry) will already be issued in the new surname.

Changing the name on an already issued card is therefore not possible.

If it’s issued as a personal card, it won’t. However, employees at Fidoo can transfer team cards freely as long as they are authenticated by an AML Authorised Person.

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Managing and changing teams

Adding members to the team

  1. Settings – Teams – select the team you want to edit.
  2. Click on Settings icon and select Add Team Members.
  3. Check the users you want to add and select Add Selected.

Adding users to your team

Change manager or team name

  1. Settings – Teams – select the team you want to edit.
  2. Click on Settings icon and select Edit.
  3. Edit the name or select another manager from the list of users and Save Changes.

Change team settings

Deleting a team

  1. Settings – Teams – select the team you want to delete.
  2. Click on Settings icon and select Delete Team.
  3. Confirm with the Delete team button.
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Management and changes to assignments

Changes to meal allowance rates

The meal plan cannot be changed, only a new one can be created with the earliest date of validity from the day after its creation. This setting is valid until it is replaced by a new setting.

  1. Section Settings – Credits- Meals – Create new (top right).
  2. Write the name and select the validity, add the new domestic meal allowance rates.
    You can adjust the foreign meal allowance:
    a. Bulk – enter the percentage of the meal allowance and select Recalculate.
    b. Individually – in the search box, type the country for which you want to adjust the meal allowance. Also change the rate for the selected country.
    Meal allowance rates
  3. Save.

Changes to pocket money rates

  1. Section Settings – Honours – Pocket Money.
  2. Choose to calculate your pocket money before or after the reduction of foreign diets.
  3. Enter the percentage of your pocket money and select Recalculate.
  4. Save.
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Vehicle management

Vehicle activation/deactivation

  1. Section Settings – Vehicles – click on the vehicle you want to activate/deactivate.
    The vehicle is active:
  2. Click on Settings icon and select Deactivate vehicle.
    The vehicle is deactivated:
  3. Click on Activate vehicle in the red bar.

Vehicle deactivation

Vehicle modification

  1. Settings – Vehicles – click on the vehicle you want to edit.
  2. Click on the green Edit sign (right side of the screen).
  3. Edit the required data and Save.

Deleting a vehicle

  1. Section
    Settings – Vehicles
    .
  2. Click on the vehicle you want to delete and via select
    Delete vehicle
    .
  3. Confirm with the button
    Delete
    .

Export of vehicles

  1. Section
    Settings – Vehicles
    .
  2. Set the filter and click on
  3. ChooseFormat and click on Export.
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Project management and changes

Modification of the project

  1. Section Settings – Projects – select the project you want to edit.
  2. Click on
    Settings icon
     and select Edit Project.
    Modification of the project
  3. Edit the necessary data and Save the project.

Project activation/deactivation

  1. Section Settings – Projects – select the project you want to edit.
  2. Click on
    Settings icon
     and type Activate/deactivate project.

Deleting a project

  1. Settings – Projects – click on the project you want to delete.
  2. Click on
    Settings icon
     and select Delete Project.
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Managing changes in approval

Adjustment of approval at company level

  1. Section Settings – Company – Approval.
  2. Select the approval method, levels, and select an approver from the list of application users.
    Change of approval on the company
  3. Confirm with the Save settings button.
    If you want to set up consistent approvals for all users, teams, and projects at the company level, proceed as follows:
  4. Click Override all individual settings.
  5. Confirm with the Override all settings button.

Modifying team-level approvals

  1. Settings – Teams – select the team you want to edit.
  2. Approval tab.
    Change of approval in the team
  3. Edit levels and approvers and Save settings.
    If a team member has individual user-level approvals set up, you need to override all of these settings to team-level approvals. After saving the settings, continue:
  4. Click the Override all individual settings box and confirm with the Override settings button.

Modification of project level approval

  1. Section Settings – Projects – select the project you want to edit.
  2. Approvers tab.
    Change of approval on the project
  3. Edit levels and approvers and Save settings.

Approval Management FAQs

Setting approvers at the company level is used if you do not have an approver set on the project and/or if you have set “approvals are governed by company level settings” on the project.

Follow the instructions below to set up individual user approval.

  1. In Settings → People , click on the user for whom you want to set up approval.
  2. After selecting a user, the user detail with the Approvals tab appears on the right side of the screen.
  3. In this tab, you select the Individual Settings option and override it according to your requirements.
  4. Since the settings of the cards are based on the settings on the users, this change is immediately written into the personal card settings of the users.
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Travel insurance

Ordering travel insurance

  1. Section Settings – People – select the user for whom you want to arrange travel insurance.
  2. Click on
    Settings icon
     and select Order Insurance.
    Order insurance
  3. Select the type of insurance by clicking the Order Standard Insurance or Order Plus Insurance button.
  4. Confirm with the Order insurance button.

Cancellation of travel insurance

  1. Settings – People – select the user you want to cancel travel insurance for.
  2. Click on
    Settings icon
     and select Terminate Insurance.
  3. Confirm with the Cancel Insurance button.

Download travel insurance documents

  1. Settings – People – Products tab.
  2. Click here to download the necessary documents.
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Travel guide

Filling in the logbook

When filling in the logbook, the application saves continuously, so there is no need to click the Save button, which is not found in this section.

  1. Section Corporate finance – Logbook – click on the vehicle whose logbook you want to fill in.
  2. Before you start filling in individual journeys for the first time, fill in the initial odometer reading at the beginning of the month. By filling in the runs one by one, you will be able to calculate the ending balance. If you also fill in the final status, the app will show you the number of kilometres you need to enter for the month.

  3. On the desired day, select the type of journey and fill in the mandatory fields for the journey: from where, to where, length in km, starting and ending odometer reading, journey time, break and purpose (in the case of a private journey, the last 2 fields do not need to be filled in).
  4. After filling in all the days in the month when the car was used, select Confirm and then Confirm again.

Entering a reverse journey

  1. Section Corporate finance – Logbook – click on the vehicle whose logbook you will be filling in.
  2. Click on a ride to view its details – select Ride back.
  3. All mandatory fields are automatically filled in, the departure time is delayed by 1 hour after the arrival time.

Repeating the ride

  1. Section Corporate finance – Logbook – click on the vehicle whose logbook you will be filling in.
  2. Click on a ride to view its details – select Repeat Ride.
  3. In the calendar that appears, select the days when the trip was repeated and enter Repeat.

Deleting a ride

  1. Section Corporate finance – Logbook – click on the vehicle whose logbook you will be filling in.
  2. Click on a ride to view its details – select Delete.

Confirmation of the logbook

  1. Section Corporate finance – Logbook – click on the vehicle whose logbook you want to confirm.
  2. Check and edit the information you entered, if necessary, and select Confirm and Confirm again.

Rejection of the logbook

  1. Corporate Finance – Logbook – click on the vehicle assigned to the user whose logbook you want to check.
  2. If the data does not correspond to reality and you wish to make an adjustment on the driver’s side, select Reject (top right), specify the reason and click Reject.

Sending a reminder to fill in the logbook (only available for assigned vehicles)

  1. Section Corporate finance – Logbook – select a vehicle whose logbook is not confirmed.
  2. Click Remind and Send.

Frequently asked questions about the Journey Book

In the BETA version, it is possible to validate the logbook without all the necessary data required by law. Only distance or speedometer information is required. When confirming the logbook, a message will be displayed stating that the logbook cannot be confirmed for some reason or that some journeys are not complete according to government regulations. You can verify this information by clicking on the bulb that appears next to the route of an incomplete journey, but even if you don’t correct the errors, you can still validate the logbook.

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Edit users

Edit user identification

  1. Settings – People – click on the user you want to edit.
  2. Click on Settings icon and select Edit Identification.
  3. Edit the necessary fields and Save settings.

Edit user profile (phone, position, employee number)

  1. Settings – People – click on the user you want to edit.
  2. Click on
    Settings icon
     and select Edit Profile.
  3. Edit the necessary fields and Save settings.

Change user rights and roles

  1. Settings – People – click on the user you want to edit.
  2. Click on
    Settings icon
     and select Edit rights.
  3. Check/uncheck the rights you want to assign or remove and Save.

Modification of the key role of accountant/treasurer/fleet manager

  1. Settings – People – click on the user you want to edit.
  2. Click on
    Settings icon
     and select Edit Key Roles.
  3. Add/remove the user from the role and confirm with the Yes, I confirm button.

Ordering travel insurance

  1. Settings – People – click on the user you want to insure.
  2. Click on
    Settings icon
     and select Order Insurance.
  3. Select one of the options and click on Order Standard or Plus Insurance.
  4. Confirm with the Order insurance button.

Cancellation of travel insurance

  1. Settings – People – click on the user you want to cancel insurance for.
  2. Click on
    Settings icon
     and select Terminate Insurance.
  3. Confirm with the Cancel Insurance button.

Pocket allowance settings

  1. Settings – People – select the person you want to set the pocket money for.
  2. Click on
    Settings icon
     and select Pocket Money Settings.
  3. Check/uncheck the box to enable/disable the foreign business travel allowance and Save.

Notification settings

  1. Section
    Settings – People
    – Select the user you want to set notifications for.
  2. Select a tab
    Notifications
     and tick
    Individual settings
    .
  3. By sliding the button /to turn on/off messages or notifications, and Save.

Deleting a user

Play Video
  1. Settings – People – select the user you want to delete.
  2. Click on
    Settings icon
     and select Delete user.
  3. Confirm with the Delete user button.
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Expense Management

FX and foreign payments

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Direct Fidoo

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© Direct Fidoo Payments s.r.o. 2023 Powered by Mastercard. Mastercard is a registered trademark of Mastercard International Incorporated. The Fidoo card is issued under license from Mastercard International Inc. Direct Fidoo Payments s.r.o. is a payment institution registered in the list of payment service providers maintained by the Czech National Bank with the authorization to provide payment services pursuant to Section 3 par. 1 lit. b), (c) and (e) of the Payment Act.