Company Settings
Under company settings, you’ll see options for Expenses, Out-of-pocket, and Mileage.
- Out-of-pocket and Mileage: Toggling these features off will disable them for all users in the app.
- Expenses: You can choose whether users should be able to:
Select categories
Mark expenses as personal
Split expenses
Categories
Under categories, you can view the predefined categories and manage and setup subcategories.
To manage a subcategory:
- Click on an existing subcategory.
- View and edit the category details, including:
- Name
- Expense account
- Option to require employees to add comments for specific categories
- Option to exempt employees from adding receipts for specific categories of your choice.
of your choice.
Adding subcategories
You can add new subcategories by clicking add subcategory in the top-right corner. To create a new subcategory:
- Choose a main category to attach the subcategory to.
- Add the name of the new subcategory.
- Add the expense account type (e.g., G/L account).
- Add the expense account number.
- Set additional options:
- Require employees to add comments for specific categories.
- Do not require employees to add receipts for specific categories.
Card programs
Under Card programs you can view all active and inactive card programs, as well as create new card programs.
For each program, you can see: Name
Description Spend limit Spend period (monthly, yearly, or forever) o The number of cards created under each program
Create a card program
To create a new card program:
- Click the create program button in the top-right corner.
- A side menu will appear where you can enter the following details:
- Name of the card program
- Description
- Spend period: monthly, yearly, or forever
- Spend limit (amount)
- Card controls:
Specify allowed countries for card use Define allowed spending categories Decide whether online purchases are allowed
Set the program as the default card program (optional).
If a default program already exists, it will be overwritten.
The new card program will now appear under active card programs.
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