You can set rules to define how receipts are captured across the organization. If receipts are necessary to your organization's workflow you can mandate them to ensure all expenses are submitted by users only once they have receipts attached.
To begin, go to your admin settings by selecting the gear icon in the top-right corner.
From the left-side panel, select Workflows and select Receipt settings.
Select the required rule to apply for receipts, these rules apply to all expenses across employees.
The rules that can be set include:
Require receipts for all expenses: this rule mandates adding a receipt to an expense to save or submit it for approval.
Require receipts for expenses greater than: this rule allows you to set an amount, beyond which the expense requires a receipt to save and submit for approval.
No receipts required: this rule does not mandate receipts, employees can save and submit expenses for approval without receipts.
Once the rule is set, select Save to finish.
Once the rule is set it will apply to all users across the platform. You can modify the receipt settings using the same process.
If you need further assistance with receipts, reach out to our support team at support@capitalone-fylehq.com.