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.

Any changes you make in these settings, ensure to click Save to keep the changes.


Set up expenses groups

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


Expenses administrators

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


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

  • If required, select whether an attachment is needed when someone submits an expense request.

  • If required, select whether you want to show the VAT field for each expense claim.

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