📚 Support
📒 Accountant's Corner
- How to configure settings for receipts, memos, and transaction approvals?
- How to sync data from Mesh to your ERP when the platforms are integrated via File-base?
- How to apply an allocation (split) rule at a Card or a Trip level?
- Is it possible to unlock transactions that were synced to an ERP?
- How to bulk edit Spend Categories?
- How to setup an auto reminders policy?
📙 Admin's Corner
- How can customers connect external card transaction data to Mesh?
- What information is presented on a user's profile?
- How to Enforce Manual Transaction Submission to Approval Flow?
- How can I fund my Mesh Canadian entity?
- What has changed in the Pro profile?
- How can Admins enforce clawbacks in the Mesh platform?
📗 Employee's Corner
- How to add your Non-US bank account details to get reimbursed directly through Mesh?
- Who is Mia and What does she do?
- How can users with an Employee profile access their Mesh Card Transactions?
- How to reassign a Transaction or Expense to a budget or a trip?
- Where can a user with an Employee profile view expense payments?
- How do I sign the consent form when logged into an entity that funds and settles in Canadian Dollars?
📘 Frequently Asked Questions
- What is ACH Reverse and how to resolve it?
- What languages are supported with the Mesh User Interface?
- Can the Mesh OCR extract data from receipts in foreign languages?
- Can users Edit an expense?
- How Does Mesh Ensure Secure and Seamless Onboarding with Persona?
- Who is Mesh's banking partner?
📓 Integrator's Corner
- Does Mesh integrate with Microsoft Dynamics Business Central?
- Does Mesh integrate with Unanet AE?
- How to Integrate Mesh Unanet AE?
- How to Integrate Mesh with Microsoft Dynamics Business Central?
- How to configure Microsoft Azure and Microsoft Dynamics 365 Business Central before integrating with Mesh?
- Does Mesh integrate with Xero?
📦 Misc.
📕 Travel Corner
- How to request a car rental budget when a trip request is submitted?
- Why am I unable to use the Online Booking Tool (OBT) even though it is configured for my entity?
- Why are details pre-populated in my trip request form?
- How to request a train budget when a trip request is submitted?
- What are the booking options on the Mesh platfrom?
- How can a user with an Admin profile create a trip on behalf of a guest traveler?
🎬 Video Guides
- 🎬 Video: How to manage your trip's dashboard?
- 🎬 Video: How to use views to filter and organize transaction data effectively for audit purposes?
- 🎬 Video: How to manage ERP syncs on the Accounting page?
- 🎬 Video: How to submit a budget request for a trip using the Anywhere booking method?
- 🎬 Video: How to submit a per diem reimbursement request before a trip begins?
- 🎬 Video: How to submit a budget request for a trip using the agent-assisted method?