Admin settings
Configure the settings for your business as an admin
31 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
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