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Knowledge base
General FAQs
Managing Account
6
How do I change my password?
What should I do with my credentials to complete registration?
How long is a temporary password valid before it expires?
How can I register my account if my temporary password has expired?
What should I do once I get my temporary password?
View all 6
Getting Started
0
Admin Employee
Managing Account
12
How do I add a new employee?
How do I add another admin?
A new employee did not receive their temporary password. What should I do?
Can I use the same mobile number to add two different employees?
Can I use the same email ID to add two different employees?
View all 12
Expense
12
How do I approve an Expense?
How do I flag a expense?
I want more information on an expense. What should I do?
When can I flag/remove an expense?
I find an expense suspicious. What should I do?
View all 12
Employees
8
Can my employees use the web application?
When am I allowed to change the contact details of my employees?
How do I change the details of my employees?
How do I find my employees' reimbursement amount from last month?
What is the 'Previous month reimbursement due amount'?
View all 8
Reporting Manager
5
How do I add a reporting manager?
What are the actions reporting manager can do?
Can reporting manager use the mobile application?
How can reporting manager verify expenses?
How do I assign a reporting manager to my employees?
Report
12
How do I approve a Report?
How do I send a report back to my employee?
How do I ask questions about a report?
What is a Report status?
Where can I find reports that needs my approval?
View all 12
Expense Card
8
How do I order a new Kite physical card for an employee?
Can I assign multiple physical cards for a single employee?
What will happen to an old physical card when an employee activates a new physical card?
How will employees receive their Physical cards?
Can I order as many physical Kite cards I want?
View all 8
Add Funds
1
How can I add money to my company’s Kite account?
Transfer Money
13
How can I transfer money to my employee's card?
Can I add money to my card through the web app?
Are there any limitations to transfer money to employee cards?
Money has been debited from my company account but does not reflect in the employee card, why?
What will happen when my company account does not have sufficient balance?
View all 13
Polices
19
Can I configure my company policies on Kite Tab?
How can I add a company expense policy?
Who can add a company policy in Kite Tab?
What are policy conditions?
What are policy requirements?
View all 19
Custom categories
9
What is a system category?
Can I rename system categories to match my company's expense categories?
Who can rename pre-defined system expense categories on Kite Tab?
What is category mapping?
How to rename a system category?
View all 9
Card Controls
13
What are card controls?
How can I add a new card control?
Can I assign more than one category while creating a new card control?
What will happen if an employee tries to spend more than the maximum limit allowed using their corporate expense cards?
Can I enable/disable my employees expense card?
View all 13
Grades
5
Can I assign grades to my employees?
How can I assign a grade to a new employee?
How can I assign a grade to an existing employee?
Can I create specific expense policies/card controls for a specific grade of employees?
Can I assign more than one grade while creating a new policy?
Money Requests
7
Can my employee request money to be added to their expense card through the Kite Tab mobile application?
How can I approve or return a money request?
What is money request status?
How will I be notified of money requests?
Will money transfer be possible if an employee's card is disabled?
View all 7
Enable/Disable cards
5
Can I enable/disable my employees expense card?
How can I enable/disable an employee's expense card?
Can my employee enable their expense card if I(admin) have disabled it from the admin portal?
Can I enable/disable my own card from the admin portal?
Is fund transfer allowed if an employee's card is disabled?
Suspend User
5
How can I temporarily suspend my employee's Kite account?
Can I suspend my own account?
What happens if an employees account is suspened?
Will an employee's details be deleted after their account has been suspended?
What will happen a reporting manager is suspended?
Standard Employee
Expense
25
How do I upload a receipt?
How do I add multiple photos of receipts for a single expense?
How do I add a description to an expense?
How do I add comments to expenses?
What are expense categories?
View all 25
Report
11
What should I do when my manager or finance admin has returned a report?
How can I add comments to a report?
What is a report status?
I want to make changes to a submitted report. What should I do?
What should I do when a single expense in my report has been removed by my manager?
View all 11
Expense Card
23
Can I use my card as soon as I receive it?
How can I activate my Kite Tab expense card?
Where will I receive my Kite Tab expense card PIN ?
I did not receive the PIN for my Kite Tab expense card. What should I do?
I am unable to make an expense after activation of my Kite Tab expense card. What should I do?
View all 23
KYC
1
Why are KYC details required for Kite Tab expense cards?
Transfer Money
1
How do I check the remaining balance in my card?
Policies
3
What is a policy violation?
How will I know if my expense violates a company policy?
Will I be able to submit an expense if a policy has been violated?
Money Requests
5
Can I request my manager to transfer funds to my Kite expense card?
How can I request my manager to transfer funds to my expense card?
Will money transfer be possible if my card is disabled?
Are there any amount limits for money requests?
How will I be notified when my money request has been approved?
Reporting Manager
Profile
2
How do I change my password?
How do I login into mobile application?
Expense
11
How do I verify an Expense?
How do I flag an Expense?
I want more information on an expense. What should I do?
When can I flag/remove an expense?
I find an expense suspicious. What should I do?
View all 11
Report
9
How do I verify a Report?
How do I send a report back to my employee?
How do I ask questions about a report?
What is a Report status?
Where can I find reports that needs my approval?
View all 9
Policies
4
What is a policy violation?
What causes a policy violation?
How will I know if a report contains policy violated expenses?
How can I request my employee to make changes to a policy violated expense?
Money Requests
8
Can my team member request money to be added to their expense card through the Kite Tab mobile application?
How can I approve or return a money request?
What is money request status?
How will I be notified of money requests?
Will money transfer be possible if an employee's card is disabled?
View all 8
Expense card
1
Can I enable/disable my employees expense card?
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