Maricell

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Activity overview

Latest activity by Maricell
  • Maricell created an article,

    How to update your expense account?

    Expense Account Grid List: You can map your expense account without getting lost in the transaction details! See the below guide on how to do it!   Log in to your account on Torpago Dashboard. Nav...

  • Maricell created an article,

    How to add bulk memo?

    Bulk Memo: Saving time and knocking out multiple memos simultaneously is now a reality.  Log in to your account on Torpago Dashboard. Navigate to the Transactions section. Click on "Card Transacti...

  • Maricell 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 created an article,

    How to set card limits for users?

    Admins can modify the limits on a user's physical or virtual card. Here are the steps to follow:   1. Access your account screen and click on the lighting button located at the top-right. 2. Sel...

  • Maricell created an article,

    How to reset account password?

    Users can reset their account password at any time.   1. From the Torpago login page, Click Forgot password?.   2. Enter the email address associated with your account and click Submit. 3. O...

  • Maricell 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 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 created an article,

    How to dispute a transaction?

    Disputing transactions Users have the option to dispute a transaction on their Torpago account.   1. In Torpago Dashboard, click the Transactions tab in the sidebar.  2. Click Card Transactions to ...

  • Maricell created an article,

    How to review a transaction?

    1. In Torpago Dashboard, click the Transactions tab in the sidebar.  2. Click Card Transactions to view all the transactions.   We have tabs for Pending & Cleared, Declined and Refund under Transa...

  • Maricell 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...