Admin settings
Configure the settings for your business as an admin
29 articles
Business settings
Setting up your business on Expense Management
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
Employee settings
Manage your employees and employee settings
Add job levels for your businessDefining levels and how to set them up
Set up departments and sub-departmentsHow to add a department | Add departments and sub-departments | Assign Head of Department
Manage employee fieldsSet the fields you’d like to capture about your employees | How to create custom employee fields
Filter and export employee detailsFilter and export details like role, department and approver
Assign admins and approversHow to assign admin access, how to add approvers and how to add an additional approver
Bulk update employee detailsUpdate employee details in bulk
Assign a default administrator for expensesAssign a default admin to complete expenses for cardholders without access to Expense Management
Expenses and reports settings
Settings related to your expenses and expense reports
Set up expense rulesPre-fill expense fields based on merchant names
Admin settings - expenses
Automatic report submissionSet up automated submission of reports
Set expense fields as mandatoryHow to require specific expense fields
Add custom expense fieldsCreate expense fields custom to your business
Admin Settings - Expenses
Set up expense report verificationHow to verify expense reports and enable verification from admin settings
Enable advanced features for expenses and reportsEnable split expenses, verification and more
Restrict pending transactions from expense reportsHow to restrict your users from adding expenses with pending transactions to the expense reports
Notifications and reminders
Set up notifications and reminders for your business on Expense Management
Set your business-wide email notification preferencesDecide when employees receive email alerts from Expense Management.
Set up automated remindersHow to send automatic reminders