Maricell Patalot

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Activity overview

Latest activity by Maricell Patalot
  • Maricell Patalot created an article,

    How to utilize "Check Spending Power" in my Mobile App?

    Have you recently experienced a declined transaction with the reason cited as "user limit exceeds"? This can be frustrating and inconvenient, especially when making essential purchases or managing ...

  • Maricell Patalot created an article,

    How to reset account password?

    Users can reset their account password at any time via the website https://app.torpago.net/login 1. From the Torpago login page, Click Forgot password? 2. Enter the email address associated wit...

  • Maricell Patalot created an article,

    How to integrate your account to an ERP system?

    Connecting to an ERP system Admin users have the option to sync their QuickBooks, Netsuite, or Acumatica accounts to their Torpago account.   1. Click Settings on the left side menu.   2. Users ar...

  • Maricell Patalot created an article,

    How to integrate your account to Xero ERP?

    Connecting to Xero integration Admin users have the option to sync their Xero accounts to their Torpago account   1. Click Settings page  on the side menu     2. Under Integrations tab. Select Con...

  • Maricell Patalot created an article,

    How to review and submit a transaction in the Torpago web app

    Users can review and submit transactions at any time via https://app.torpago.net/app/login Here are the steps to follow: 1.  On your Dashboard, click any Tasks button to review transactions. 2. Yo...

  • Maricell Patalot created an article,

    How to create and export custom transaction reports?

    Creating custom transaction reports Admins have the ability to create and export custom transaction reports by applying filters to the 'Transaction Details' page.   1. In Torpago Dashboard, click t...

  • Maricell Patalot created an article,

    How to add missing receipts to a transaction?

    Admins can filter the transactions with missing receipts and upload them directly from their dashboard.   1. In Torpago Dashboard, click the Transactions tab found in the sidebar.  2. Click Card Tr...

  • Maricell Patalot created an article,

    How to sync transactions on the account automatically?

    Admin users have the option to sync transactions automatically in the account.   1. Log on to https://app.torpago.net/ 2. On the side menu, click on your company name, then choose Company Settings....

  • Maricell Patalot created an article,

    How to delegate account access to users?

    Users have the option to delegate access to their Torpago account to other users. 1. Log on to https://app.torpago.net/ 2. On the side menu, click on your company name, then choose Personal Setting...

  • Maricell Patalot created an article,

    What are the the available roles in the account?

    Admin users assign a certain Role when adding an employee as a user. Each role has different restrictions to fit a company's approval workflow hierarchy.    Admin Full access to Torpago features...