Volopay

David James

This collection focuses on the implementation of Volopay for both Admins and Users, along with the support channels available for assistance.

Getting Started with Volopay

Priyanka D

Volopay User Management

Rachel

This collection focuses on managing your Volopay account, including funding the account, navigating the dashboard, managing cashback and credit lines, and handling user access and notifications.

Volopay Account Management

This collection focuses on creating projects and departments within the Volopay platform and setting budgets to control spending.

Budgets

This collection helps you understand how to manage company and user expenses using Volopay's expense management software, including setting approvals, expense flag rules, and submission policies.

Expense Management

This collection provides comprehensive information on managing Volopay Corporate Cards, covering everything from activation and usage to integration with digital wallets.

Premium Cards

This collection provides comprehensive information about Volopay's Bill Pay module and accounts payable automation, covering everything you need to know about setting up and processing payments to your vendors.

Billpay and AP Automation

This collection provides users with detailed information on how to use Volopay's payroll feature for processing payroll payments. It includes guides on creating payroll payments and managing payroll approvals to ensure a smooth and efficient payroll process.

Payroll

This collection explains the Reimbursement module of Volopay, providing detailed guides on how to submit and settle claims. Users will learn how to create and manage reimbursement claims, set up reimbursement processes, approve or reject claims, and handle reimbursement payments and exports.

Reimbursements

Jayson Araujo

This collection covers integrating Volopay's expense management software with your accounting software to create a seamless workflow. It includes detailed guides on setting up and configuring various accounting software integrations, managing transactions, and handling ledger data efficiently. Learn how to sync transactions, customize your ledger, and export data to ensure smooth and accurate financial management.

Integrations

This collection refers to the Travel module of Volopay, which is integrated with Trutrip, a corporate travel management tool. It provides detailed information on how to use Volopay's Travel module to manage corporate travel efficiently, streamline travel bookings, and handle expenses seamlessly through Trutrip's robust platform.

Travel

This collection provides comprehensive information about the Volopay mobile app, including how to download and install the app, as well as an overview of its features and functionalities. Learn how to use the app to manage your expenses, track transactions, and access Volopay's financial tools on the go.

Mobile App

This collection provides essential information regarding Volopay's legal terms, privacy policies, and security measures. It covers the terms of use, privacy policy, and details on how Volopay protects you from fraud, including the use of 3D secure for enhanced transaction security.

Security

Overview The Procurement module in Volopay streamlines the purchase order lifecycle from request creation to approvals, fulfillment, and billing. This document acts as a step-by-step guide for internal teams to understand the core functionalities, configurations, and user roles necessary to manage procurement effectively.

Procurement

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