Configuration

User Guides

• Teampay Onboarding Resources 📚
• Card Types
• Guide to the Teampay Navigation (Admin)
• Guide to the Teampay Navigation (Approver)
• Configuring Request Settings
• Slack Users and Teampay Access

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Process and Timeline

• Rolling-out Teampay

Rules

• Auto-Coding Rules
• Rules Overview
• Group Approvals
• Importing and Exporting Rules
• How do I create multiple levels of approvals?
• Available "Actions" in Rules

Groups

• Adding Team Members
• Removing Team Members
• Groups Overview

People

• Admins, Accountants, Requestor
• People How To
• HRIS User Sync
• Logging in via Slack SSO

FAQS

• Updating Address
• Configuring your Teampay Settings
• Billing Overview
• Managing Chart of Accounts
• Account Termination
• Receipt Management

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