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Úvod Support Expense management Statutory Before you start using Fidoo Statutory body and other key roles

Statutory body and other key roles

What is the role of the statutory representative in Fidoo

  • the main role is to place application users in key roles.
  • Its other activity is controlling, it has an overview of all users’ expenses, but it cannot edit them.

Other key roles

Accountant

  • sets up expenses (pre-costing, VAT breakdown, …) and projects
  • can edit and reject expenses and receipts of all users
  • closes all expenses and personal accounts
  • balances cash
  • sets the integration into the accounting system
  • exports to accounting and payroll systems

Cashier

  • charges and discharges the cash wallet of each user

AML Commissioner

  • verifies (identifies) cardholders on the basis of authorisation from Fidoo

Finance Administrator

  • recharges and uncharges Fidoo account
  • sets up direct debits and Fidoo account
  • receives information about the drop in the Fidoo account
  • can order travel insurance

Main Administrator

  • adds, edits and deletes users
  • orders, recharges and discharges, locks and blocks cards
  • sets the approval
  • sets restrictions on cards
  • sets teams
  • sets up receipts (meal and pocket money)
  • sets up vehicles
  • sets the integration into the accounting system
  • manages the API key
  • orders travel insurance
  • can change the company’s mailing address
  • can add users to the key roles of Accountant, Cashier and Fleet manager

Fleet manager

  • sets up vehicles
  • sets up notifications to alert you to an unprocessed logbook
  • can process and validate the logbooks of all users

Setting key roles

To add a user to a key role

  1. Section SettingsCompanyKey persons.
  2. Select the role and click Add (right).
  3. Select from the list of users and select Continue and Yes, I confirm.
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To delete a user from a key role

  1. Section SettingsCompanyKey persons.
  2. Select the key role, click Delete button and select Yes, I confirm.