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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.

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

How to Sign an Expense

Review and sign expenses in your approval queue.

Pre-Approvals: How Category-Specific Signing Works

How budget category pre-approvals work in the signing workflow.

Reminders & Recurring Tasks

Schedule recurring tasks tied to your role and get email reminders when they're due.