📚 Support
📒 Accountant's Corner
- How to setup an auto reminders policy?
- How to set up a memo policy and add a memo?
- What functionality is offered on the Accounting page?
- How to Sync transactions to an ERP platform?
- How to set up a Merchant Rule to auto-code transactions?
- How to generate Spend Analytics Reports?
📙 Admin's Corner
- Analytics on Organization level
- Can customers add funds to their Mesh account using a wire transfer?
- Can Mesh flag anomalies related to expenses?
- Can users submit an expense request with a negative amount?
- Does Mesh support a transaction approval mechanism?
- Does Mesh support Separation of Duties (SoD) with its approval workflow?
📗 Employee's Corner
- Can a user with an Employee profile cancel a submitted request?
- Can I attach a few receipts to the same transaction?
- Can users upload expenses in bulk?
- Does Mesh send users a daily expense summary?
- Does Mesh support inline editing?
- How can I converse (aka communicate) with other users on the Mesh platform?
📘 Frequently Asked Questions
- Can I accept payments with a Mesh card?
- Can I add the Mesh budget/card to a Digital Wallet?
- Can I change my profile's email address?
- Can I fund a Mesh account and settle its transactions using a local currency?
- Can I get cash out (aka cash withdrawal) with a Mesh Plug & Pay card?
- Can I join Mesh if my company is not registered in the US?
📓 Integrator's Corner
- Can I log into the Mesh platform with my SSO (Single Sign On) service?
- Does Mesh integrate with HRIS platforms?
- Does Mesh integrate with Oracle Netsuite?
- Does Mesh integrate with Priority?
- Does Mesh integrate with QuickBooks Online?
- Does Mesh integrate with Sage Intacct?
📕 Travel Corner
- Are transactions related to trips automatically categorized?
- Can a Travel Manager take an action on a trip request pending an agent's confirmation?
- Can power users (e.g., Admin) cancel trips with expenses and add expenses to a canceled trip?
- Can travelers change the booking method after submitting a trip request form?
- Does Mesh offer travel insurance with its cards?
- How are trip options presented to travelers and other approvers?