You can set rules to define how receipts are captured across the business. If receipts are necessary for business, you can require them to ensure all expenses are submitted with receipts attached.
To add receipt settings, select the Settings tab in the left panel.
Select the Expenses & reports tab, then the Customize receipt requirements page.
Select a rule for receipt requirements. The selected rule applies to all expenses, for all employees.
The rules that can be set are:
Require receipts for all expenses: All expenses must have a receipt to save or submit for approval in an expense report.
Require receipts for expenses greater than: Expenses over a chosen dollar amount must have a receipt to save and submit the expenses for approval in an expense report.
No receipts required: Employees can save and submit expenses for approval without receipts.
If you’d like to allow employees to submit expenses without a receipt, turn on the Receipt requirement exception toggle. Employees will be required to provide a reason for the unavailable receipt. This only applies if you require all receipts or receipts over a specific dollar amount.
Once you’ve set your rule, select the Save button.
Once the rule is set it will apply to all employees on the Expense Management account. You can modify the receipt settings at any time using the same process.
If you need further assistance with receipts, contact our support team at support@capitalone-fylehq.com.