Introduction
With Mamo Expenses, finance teams are able to prepare, document and process expense reports for all purchases made using a business’ Mamo Cards.
User roles for expenses
There are two types of user permissions available in Mamo Expenses:
Expense employee | This includes any user who owns a Mamo Card. Expense employees will have limited access to the Expenses feature. They are able to upload receipts and supporting documents only for transactions made using their own cards. |
Expense admin | This includes any user who has the authority to manage expenses. This typically includes finance teams and/or management teams. Think of this as a role with no restrictions on what can and can’t be done across Mamo Expenses. |
A user with the role “Owner” has full access to the Mamo dashboard features, so they are also considered an Expense admin.
Note: Only the account admin has the authority to adjust user roles and permissions across the Mamo dashboard.
Remove a user as an Expense employee
Whenever a card is issued to a user, they are automatically added as an expense employee as well.
If you’d like to disable access to the expenses feature for this user, you can update their permissions by visiting the Team section in your Settings page.
When this is done, they would still have access to their Mamo Card, but not to expenses.
Add a user as Expense admin
To add users as Expense admins, visit the Team section in your Settings page.
What can Expense admins do?
Expense admins can take all of the following actions:
View expenses for all Mamo Card transactions across all users
Update the category, description, invoice number and attached receipts for any expense
Change the status of any expense
Make bulk changes to the status or category of any expense
Export an expense CSV and/or receipts as a .zip folder
Change an Expense status
An expense can have one of the following statuses:
Incomplete | When expenses are first created, they are created with the status “Incomplete”. Expenses can change from “Incomplete” to “Pending review” in one of two cases:
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Pending review | When all supporting information and receipts have been added to an expense, but the expense has not yet been reviewed by an admin. In this state, the expense is ready for review by an Expense admin. If an Expense admin feels that more information is required, they are free to change the expense status to “Incomplete”. Otherwise, if everything is in order, the status would be changed to “Ready”. |
Ready | Expenses that have been fully reviewed and approved by an Expense admin are moved to “Ready” state, which means that the expense is ready to be added to your accounting platform for bookkeeping purposes. Expenses in “Ready” state would not yet be ready to be added to the accounting platform just yet. |
Synced | When expenses are added to the accounting platform, they should be moved to “Synced” state. An expense marked as “Synced” should be considered final and does not require further action on. However, if necessary, an expense admin can still make changes and change the status from “Synced” to any other status if required. |
An expense admin can change the status of any expense at any time from the Status dropdown in the table, or in the expense detail page where the status is shown at the top.
Expenses list
When you open the Expenses tab on your dashboard, you’ll see the list of all the expenses your company has incurred.
Bulk edit
With Mamo, you're able to edit expenses in bulk. Do this by selecting as many expenses as you need to and perform any of the bulk actions that become available to you.
Download receipts
There are three ways to download receipts:
Download receipts for an individual expense
Select a group of expenses from the table, and download receipts
Click “Export and sync” at the top of the Expenses table then select receipts ZIP folder to download receipts for all expenses
Integration to your accounting software
We currently support integrations with all popular accounting software. To access our integrations page and connect your accounting software to Mamo, please navigate to your account Settings page.
Please reach out to your dedicated Customer Success Manager or contact us via Chat if you need support with this.