Expense Management Fidoo

fidoo is a platform for managing company expenses, business travel, and employee benefits integrating fidoo with make com streamlines financial workflows, automates expense reporting, and enhances control over company spending through seamless data synchronization this is ai generated content based on official expense management fidoo documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //www fidoo com/kontakt directly requirements to use the expense management fidoo app in make, you must have an active fidoo account with main administrator access to generate an api key, https //www fidoo com/?lang=en connect expense management fidoo and {{product name}} to get started, you must first create a connection between expense management fidoo and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api key login to your fidoo account using your credentials ensure you have the role of main administrator or have been granted the appropriate permission to manage api keys navigate to the settings section go to company and then to api key management generate one or more api keys in this section note the generated api key create the connection in {{product name}} https //www make com/en/register , add the expense management fidoo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your expense management fidoo or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page expense management fidoo modules after connecting to the expense management fidoo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} activate a user activates a specified user account, enabling their access to the system activate an application activates a specific fidoo application for a selected user account add a cost center creates a new cost center record in your system add a project creates a new project in your selected workspace add a user creates a new user account in the system add a vat breakdown creates a detailed breakdown of value added tax (vat) amounts for a transaction add a vehicle creates a new vehicle record in your system add an account assignment creates a new account assignment by linking a user or group to a specific account add an accounting category creates a new accounting category in your system deactivate a user disables a user's account, preventing them from accessing the system delete a cost center removes a specified cost center from your account delete a project permanently removes a selected project from your account delete a user deletes a user account, provided the user has no assigned roles, tasks, approvals, managerial responsibilities, or card ownership delete a vat breakdown removes a specified vat breakdown record from your account delete a vehicle permanently removes a specified vehicle from your account or database delete an account assignment removes a specified account assignment from your system delete an accounting category permanently removes a specified accounting category from your account download a receipt downloads a copy of a transaction receipt from your account get load card status retrieves the current status of a load card process get unload card status retrieves the current status of the unload card process get a travel report retrieves detailed information from a specific travel report get a travel request retrieves detailed information about a specific travel request get a user retrieves detailed information about a specific user account get a user by email retrieves detailed information about a specific user using their email address get a user by employee number retrieves detailed information about a user based on their employee number list account assignments retrieves a detailed list of all account assignments associated with your organization list accounting categories retrieves a list of available accounting categories from your account list accounts retrieves a list of accounts, including their associated currencies and current balance details list card transactions retrieves a detailed list of all transactions made with a specific card list cards retrieves a list of all cards from your account list cash transactions retrieves a detailed list of all recorded cash transactions list cost centers retrieves a list of all available cost centers within your account list expense items retrieves a list of items associated with a specific expense list expenses retrieves a list of recorded expenses list fidoo account transactions retrieves a detailed list of all transactions associated with your fidoo account list personal billings retrieves a list of your personal billing records list projects retrieves a list of all available projects from your account list travel reports retrieves detailed travel reports containing trip information list travel requests retrieves a list of travel requests from your account list users retrieves a list of all users in your account list vat breakdowns retrieves a detailed list of vat components and their respective amounts list vehicles retrieves a list of all available vehicles from your account load cards retrieves specific cards based on their card ids and assigns designated amounts to each load a card loads a specified card, identified by its card id, with a designated amount of funds make an api call executes a custom api request to the connected service using your authorized credentials unload cards removes specified amounts from cards identified by their card ids unload a card removes a specified amount of funds from the card identified by the given card id update a cost center updates the details of an existing cost center update a project updates the details or settings of an existing project update a user updates the details of an existing user account update a vat breakdown updates the details of an existing vat (value added tax) breakdown record update a vehicle updates the details or information of an existing vehicle update an account assignment modifies the details of an existing account assignment update an accounting category updates the details of an existing accounting category in your system update an expense updates the details of a selected expense record templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} expense management fidoo resources you can have access to more resources related to this app on the following links https //www fidoo com/?lang=en https //www fidoo com/podpora/jak fidoo api funguje/ https //www make com/en/integrations/fidoo expense management