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  1. YouBiz Help Centre
  2. Managing My Accounts

Management

  • Managing Accounts and Cards for New and Ex-Employees
  • Why Am I Not Receiving Push Notifications?
  • What are my Push Notification options?
  • How do I make changes to my main account details?
  • How many currency accounts can be opened under my YouBiz account?
  • How do I create a currency account?
See all 12 articles

Roles

  • How do I invite team members to join YouBiz?
  • What are the different user roles?
  • How do I assign the permissions for the different user roles?
  • How many team members can an Admin invite?
  • How do I upgrade or downgrade my role?
  • How do I delete users?

Xero Integration

  • Syncing Expenses to Xero
  • How to set up Xero Expense connection
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