Help Center
Help Center
Find answers about setting up and using Volo Cash for your organization.
Admins
Getting Started: Setting Up Your Organization
Create your organization and configure the basics to get up and running.Managing Roles and Permissions
Add team members and control who can do what in your organization.Setting Up Your Signing Workflow
Configure who approves expenses and in what order.Fiscal Year Transition
What to do when your organization's fiscal year rolls over.Organization Settings
A complete guide to every setting available for your organization.Signing In Without a Google Email
How to create a Google login using a non-Google email address.Submitters
How to Submit a Reimbursement Request
Walk through submitting an expense reimbursement step by step.Reimbursement vs Invoice / Payment Authorization
Understand the difference between the two expense types.Tracking Your Submission
Check the status of your reimbursement request at any time.Receipt Requirements and File Types
What receipts to include and which file formats are supported.How to Save a File as PDF
Save a webpage or document as a PDF to attach as a receipt.Treasurers / Bookkeepers
Setting Up Your Budget
Import or create budget line items and organize them into groups.Processing Expenses: Marking Paid and Recorded
How to process approved expenses through payment and recording.Exports and Reports
Export expense data and signed documents for your records.Managing Payees and W-9 Collection
Track vendors, collect W-9 forms, and manage 1099 reporting.Budget Items
A guide to every field when creating or editing a budget item.Signers
Can't find what you're looking for?
Email us at contact@volocash.com
and we'll be happy to help.