USER GUIDES BY TYPE

 

The aio* app has 3 types of users:

 

  • Company admins are responsible for inviting new users, transferring money onto the company aio* account, and creating new budgets aside from the default master budget. They can also view all user requests, transactions, and receipts.

 

  • Budget managers are users that have been put in charge of certain budgets by the admin and are thus able to approve and decline requests made to their budgets, as well as add new users to the budgets they manage.

 

  • Budget users have an aio* card that they can top up through the app by making requests to budgets that they have access to. Once their request is approved, they can then use their card to make necessary business purchases and attach the purchase receipt as proof using the app.

 

COMPANY ADMIN GUIDES

 

 

  • SECOND: You also need to make sure that you have invited users from your company to aio* and that they have signed up for aio* accounts.

 

 

  • You can then top up the budgets with money from the master budget and start encouraging users to make requests.

 

 

 

 BUDGET MANAGER GUIDES

 

 

 

BUDGET USER GUIDES

 

 

 

  • You can also add receipts to your transactions using the following ways:

 

 

 

 

If you still have questions or comments don’t hesitate to email Jo our lovely accounts manager at jo@getaio.co.uk.