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 - Read more >

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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