The general settings are where you can set up expenses groups, add expenses administrators, and select who handles expense payouts. 

📎NOTE: Only employees with administrator or expenses administrator access can follow these next steps.

Set up expenses groups

Expenses groups allow you to group employees and add expense managers to streamline the expenses approval flow.

  1. Click your name in the top right, then click Settings.
  2. On the settings menu click EXPENSES, then click General. 
  3. Click ADD GROUP, then name the group.
  4. Select the currency for the expense group.
  5. Select which categories you want this group to be eligible for. If needed you can create more categories.
  6. Click SAVE.
  7. You have the option to assign employees and managers to this group now or later. 
  8. If you select employees and managers to assign, click SAVE. If you want to assign them later, click CANCEL.

Expenses administrators

Give permissions to certain employees to allow them access to the expenses settings and reports.

  1. Click your name in the top right, then click Settings.
  2. On the settings menu click EXPENSES, then click General. 
  3. Under expenses administrators, type the name for the employee(s) you want to be the expenses administrator(s).
  4. Click SAVE.

Expense payouts

This allows you to decide who you want to handle payouts. Select only one of two options:

  • Expense group manager
  • Expense administrators

Other general settings

  1. If required, select whether an attachment is needed when someone submits an expense request.
  2. If required, select whether you want to show the VAT field for each expense claim.
  3. Click SAVE.

For further help on set up, go to our Welcome hub.

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