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-based approvalsSet project approvers
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