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Main Administrator

Connection to KB cards

Linking cards Section Settings – Company – Komerční banka – tab Cards. For the card you want to link to the user, select Link. Select

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Registering a company

Fidoo registration in Komerční banka Section Settings – Company – Komerční banka – click on Register. Select Register Fidoo with KB and you will be

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Linking to KB account

Linking accounts Section Settings – Company – Komerční banka – tab Linked accounts. The first time you register you will be directed directly to this

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User rights and roles

Key roles and their rights User creates, edits and submits their expenses (card and cash) for approval Accountant sets up expenses (pre-costing, VAT breakdown, …)

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Teams

Team formation Settings – Teams – Add Team (top middle) . Name the team, select its manager and click Add Team. Click on , select

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Projects

Creating a project Section Settings – Projects.Manual settings Click on Add Project (top middle) . Fill in the necessary fields and select Save Project.Import project

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Edit users

Edit user identification Settings – People – click on the user you want to edit. Click on and select Edit Identification. Edit the necessary fields

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Managing and changing cards

Card renewal Tasks section – click the Renewal Card Acceptance Confirmation task and Open. Check both confirmation boxes and Confirm. To change the card settings

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