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Navigation: Zetadocs Expenses System Settings Help


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Relevant to the hmtoggle_arrow0Expenses Administrators role.

Accessed via: main_menu1 > System Settings

note_image Note: This help is applicable for all editions of Zetadocs expenses. Where features are only available they are marked according to the table below.

1 - This option is only available in the Essentials and Plus editions.

2 - This option is only available in the Plus edition.



There are a number of options to choose from when deciding how to create new Zetadocs Expenses users.

In summary these are: ·

Create users automatically1 by enabling the synchronization of users in the company’s central user management system (e.g. Microsoft Entra ID) and Zetadocs Expenses.

Create a new user individually by entering the user details manually OR selecting from Microsoft Entra ID so that many of the user details are entered automatically.

Create a batch of new users by selecting multiple users from Microsoft Entra ID OR importing a file that contains a list of users and their details, either way many of the user details are entered automatically.

Once you have decided on the best approach for your organisation, you may select the relevant link above for the step-by-step instructions that you will need to follow.


Creating and Managing

Manage users via the manage_icon icon located to the right of the list.


Enabling / Disabling

By default, any disabled users are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Users check box.

User accounts relating to ex-employees can be disabled via the Enable / Disable toggle.

note_image Note: Users and their expense report history can’t be deleted for audit purposes.