In this article, we will cover the Expenses section of admin settings. This section is crucial to ensure that the required expense details are getting captured in the expense forms that employees fill out for the reconciliation of company expenses. You can modify these settings at any time.

Navigate to your admin settings by clicking on the gear icon next to your profile in the top right corner of your screen.

Expense fields are used to capture expense details on expense forms that are filled out by employees. Certain Default Fields capture the necessary details on expense forms, as an admin you can configure the default fields and choose if these fields are mandatory or not.

You can also create custom fields specific to your organization in order to capture any additional expense details.

Expense rules make it easy to ensure that relevant fields are filled in all expense forms. The expense rules play an "if-then" condition on the Merchant field in the expense form.

For example, you can set an expense rule such that if the Merchant is entered as Uber, then the Purpose fields automatically get filled in as Taxi.

As an admin, you can configure policies for your organization in order to flag expenses that do not capture the details required. You can set up soft policies and critical policies for expenses.

This covers the Expenses section of admin settings.

If you have any more questions about expenses, reach out to our support team at support@capitalone-fylehq.com