BBVA Aqua

Step 1. Access your administrator account

 

Username:  We have sent you an email with your username.

Password: Use the link in the email to create your password. (The link expires after 72 hours.)

 

Step 2. Access your Emburse Captio account:

https://login.captio.net/

 

Step 3. Create a user. (YOU CAN VIEW A DEMO HERE)

 

The user you used to access the Captio website is an administrator user, so you must now create a user to submit expenses.

  1. Log in to your Captio account.
  2. Select Users.
  3. Select the blue “Create user” button.
  4. Enter the email address you want to use. The login is auto filled with the same email, and add a password.
  5. It is important to link your Aqua card now. This way you will receive all the transactions you make in your account.
  6. Select Save at the bottom right.

 

Step 4. Create approval flows or workflows.

An approval workflow or flow is the mechanism used to create the different stages an expense report must go through to be approved. Each stage has a person with a supervisor role who approves the expense before it moves to the next stage.

 

Follow the steps in this video to create your approval workflows:

 

  • OPTION A: Approval flow for multiple users, with at least one reviewer and one submitter.

Select here to view step-by-step demo video

  • OPTION B: Create an approval flow where expense reports are approved automatically, that is, the reviewer and the user are the same person.

Select here to view step-by-step demo video

 

Once this is complete, you can start submitting expenses.

 

From today onward, managing your expense reports will be much faster. Follow these steps:

  • Download the mobile application available on Google Play and AppStore.
  • Create your first expense by taking a photo of a receipt.
  • Create a report and add all the expenses you want to submit.
  • Submit your report for approval.

In the following video you can see how the Captio app works:

 

 

 

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