Business settings
Setting up your business on Expense Management
11 articles
- 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