Support Dashboard

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?

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Getting Started 0

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?

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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?

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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'?

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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?

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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?

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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?

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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?

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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?

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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?

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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?

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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?

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?

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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?

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?

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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?