Admin settings
Configure the settings for your business as an admin
32 articles
Business settings
Setting up your business on Expense Management
- Set up policiesHow to create a policy | Set up policies for users
- Restrict category visibility to usersManage visibility of categories to users | Selectively assign categories
- Restrict project visibility to usersHow to manage visibility of projects to users | Selectively assign projects
- Restrict cost center visibility to usersManage visibility of cost centers to users | Selectively assign cost centers
- Add expense categories and subcategoriesCustomize categories and subcategories
- Set up project approvalsAdd project approvers | Set project approvals
- Add, enable and disable projectsAllow employees to assign expenses to projects
- Add, enable and disable cost centersEnable cost center settings for your business | Allow employees to assign expenses to cost centers
- Add your business's logoBusiness branding
- Customize receipt requirementsDetermine when your employees are required to submit a receipt
- Whitelist expense management URLSWhitelist these URLS and emails from expense management
Employee settings
Manage your employees and employee settings
- Add job levels for your businessDefining levels and how to set them up
- Set up departments and sub departmentsHow to add a department | Add departments and sub departments
- Manage employee fieldsSet the fields you’d like to capture about your employees | How to create custom employee fields
- Filter and export employee detailsFilter and export details like role, department and approver
- Add employee detailsCapture details about your employees such as location, title or date of joining.
- Assign a default administrator for expensesAssign a default admin to complete expenses for cardholders without access to Expense Management
- A guide to Expense Management user rolesUnderstand the spender, approver and admin roles.
- Set up employee approval workflowsHow to assign employee approvers
Expenses and reports settings
Settings related to your expenses and expense reports
- Set up expense rulesPre-fill expense fields based on merchant names
- Admin settings - expenses
- Automatic report submissionSet up automated submission of reports
- Set expense fields as mandatoryHow to require specific expense fields
- Add custom expense fieldsCreate expense fields custom to your business
- Admin Settings - Expenses
- Set up expense report verificationHow to verify expense reports and enable verification from admin settings
- Enable advanced features for expenses and reportsEnable split expenses, verification and more
- Restrict pending transactions from expense reportsHow to prevent users from adding expenses with pending transactions to expense reports
- Set up automatic approvals for expense reportsSet up conditions for approving the expense reports automatically
Notifications and reminders
Set up notifications and reminders for your business on Expense Management
- Set your business-wide email notification preferencesDecide when employees receive email alerts from Expense Management.
- Set up automated remindersAutomatically remind your employees to complete their pending tasks
- Add merchants to text notification opt-out list for your businessOpt out of text notifications for expenses from specific merchants