Account Queries
- Can I link my own personal or corporate bank account to my YouBiz account?
- How do I add or top up money to my YouBiz account?
- Which currencies are supported?
- What exchange rates are used for YouBiz?
- Is there a limit to how much money I can exchange?
- Do YouBiz accounts have a GIRO feature?
Approval Policies
- Can I set a specific person to approve transfers?
- Can I set an approval policy that requires more than 1 approver?
- Why can't I create an approval policy?
- How do I create an approval policy that applies to all transfer values?
- Does the approval policy also apply to card spend?
- How many approval policies can I create?
Xero
Attaching Receipts and Invoices
- Who can attach receipts and personalised notes to transactions?
- Which transaction types can I attach receipts and personalised notes to?
- How can I attach receipts and personalised notes to transactions?
- Would I be able to see what I uploaded through YouBiz Mobile on YouBiz Web?
- Can I edit my personalised notes?
- Can I add or delete receipts that have been uploaded?