Qashio

Lydia Foott

Youssra Ouifak

Qashio Admin Help Centre

This article shows you how to generate report and exports of your Transactions for analytics or accounting

Generating Custom Transaction Reports  (Exports)

The Custom Reports feature enables you to create reports with data fields and filters defined by you, specifically for your business needs.

Creating Custom Export Templates

Learn how to export card statements in Qashio.

How to Export Card Statements?

How To Export Card & Company Balances?

Learn how to generate transaction reports with Qashio

Generate transaction reports

Understanding Adjustment Transactions in Statements

Reports and Exports

This article shows you how to view all the transactions

Where Can I View All The Transactions?

What Are My Different Transaction Types?

Line items allows you to split a transaction into different amount and segments. Use line items to closely segregate a single transaction.

How to Use Line Items on Transactions?

Learn how company admins can edit the accounting string on a specific transactions

How to edit the accounting details on a specific transaction?

How Can I Request Users To Upload Receipts?

This article shows you how to track and manage receipts uploaded to Qashio.

What is the Receipts Inbox and how do I use it?

What are clearing/pending transactions?

How to Bulk Edit Transactions

Learn how to compare a transaction against its receipt, understand match and mismatch tags, and approve or reject from the redesigned receipt review page.

How can I review and approve a transaction receipt?

Transactions

How can I Increase/decrease the funds on a card?

Learn how company admins can suspend or terminate a card for their users

How to Suspend/Terminate a Card?

Learn how company admins can replace a card for their users

How to replace a card?

Digital Wallet Limits

How to Add Spend Limits on Cards?

USD Virtual Travel Cards

Cards

How Can I Create An Approval Group?

How Do I Manage My Post-Transactions Approvals?

Viewing and Approving  Fund/Card Requests

Approvals

Learn how company admins can create projects

How to create a Project?

Learn how company admins can create a location

How to create a Location?

Learn how company admins can create divisions

How to Create Divisions?

Segments

How to Change My Users' Assigned Role?

What access does my role have on mobile?

Users

How Do I Enable Two Factor Authentication For All Users?

Security

How To Switch Between My Companies?

Explaining all the different company settings you can customise

Company Settings Explained

Manage budgets for your departments, projects, or office locations using cards grouped under specific accounts within the main company account

How Do Pool Accounts Work?

The view of the pool account balance is customisable for all cardholders

Who can view the pool account balance?

General

This guide walks you through the steps to convert your Qashio Points into Shukran Points.

How to Transfer Qashio Points to Shukran Points ?

How to Manage Emirates Skywards Members for Qashio Points

Qashio Points

Automatically map ERP Supplier and chart of accounts names to transactions

How to Map Suppliers and Chart of Accounts to Transactions?

Section for articles related to Accounting concepts and Integrations

Accounting and Integrations

Export Qashio transactions and import them into Xero (CSV)

Xero Transactions Import / Bank Reconciliation

Qashio ↔ Xero: How transaction sync works

Connect Qashio to Xero

Xero

Qashio ↔ Zoho Books: How transaction sync works

Connect Qashio to Zoho Books

How the Pushed Data Appears in Zoho Books

Articles for Zoho Books Integrations with Qashio

Zoho Books

Qashio ↔ QuickBooks: How transaction sync works

Connect Qashio to QuickBooks

How the Pushed Data Appears in QuickBooks

Articles for Integrations of Qashio to Quickbooks

Quickbooks

Qashio ↔ Oracle NetSuite: How transaction sync works

Connect Qashio to Oracle Netsuite

Articles for Integrating Qashio to Oracle NetSuite

Oracle Netsuite

How the Pushed Data Appears in Dynamics 365 Business Central

Qashio ↔ Dynamics 365 Business Central: How transaction sync works

Dynamics 365 Business Central

How to Update Data on the Platform (Accounting & Integrations)

How to Push the Data to ERP

Common Integrations Articles

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