All Collections
Manage expenses for admins
Learn about the features, functionalities and settings available to admins
49 articles
Onboarding guide to expense managementSet up expense management for your organization
What to expect as admin on your first day with expense managementA brief guide on settings and pages you might encounter during first time use
Set up expense rulesPre-set expense fields based on merchant names
Set up levels in your organizationDefining levels and how to set them up
Admin settings - expenses
Configuring expense policiesHow to create a policy | Set up policies for users
Restrict visibility of categories to usersHow to set up users to select from assigned categories and assign categories to users
Automatic report submissionSet up automated submission of reports
Filter your company expensesAdd and save filters to expenses
Restrict project visibility to usersManage visibility of projects to users | Selectively assign projects
Restrict visibility of cost centers to usersHow to set up users to select from assigned cost centers | Assign cost centers to users
Organization wide notification preferencesSend automatic email updates to users, manage user notifications and email updates
Set up departments and sub-departmentsHow to add a department | Add departments and sub-departments | Assign Head of Department
Set form fields as mandatoryHow to set mandatory fields on an expense form
Add custom form fieldsHow to customize form fields
Add categories and subcategoriesHow to add a new category, subcategories and categories in bulk
Admin settings: employee fieldsCustomize fields to employee detail forms | Capture employee details
Admin account settingsLogo settings, reminders and notifications, automated reminders and email notifications
Customize your spend overview chartModify data in spend overview and view spend analytics
Tasks page For adminsWhat you can do from the tasks page
Save and share filtersHow to save a filter | Share saved filters with colleagues
Filter & export employee details
Assign admins and approversHow to assign admin access, how to add approvers and how to add an additional approver
Export business expensesHow to export business expenses in PDF, CSV and Excel format
Set up automated remindersHow to send automatic reminders
Set up project-based approvalsSet project approvers
Set automatic reminders from the tasks pageSet automatic reminders | Remind users to finish pending tasks
Send reminders from the tasks dashboardManually send reminders to spenders
Add, enable and disable projectsAdd and disable projects from admin settings | Add project-based approvals
Create expense reports on behalf of spendersHow to create expense reports for spenders and submit spender's complete expenses
Export business expenses in PDF with receiptsHow to export business expenses in PDF format with receipts
Mark approved expense reports closedClose approved expense reports
Send back expense reports to spendersSend back reports submitted for approval
Add additional approver to an expense reportHow to add an approver to an expense report
Approve expense reportsHow to approve expense reports
Help and supportContact our support team and refer to help articles
Set up expense report verificationHow to verify expense reports and enable verification from admin settings
Edit business expense detailsHow to change expense details
Advanced export formulasFormulas for advanced settings export
Filter expense reportsHow to filter expense reports | Filter expense reports by date, user, status, etc.
Enable and add cost centersHow to add cost centers | Enable cost center settings for your organisation
Understanding transaction statusWhat is transaction status | Pending and Posted transactions
Edit an expense report’s name or titleHow to change or edit a report name or title
Add your business's logoBusiness branding
Add receipt settingsStreamline how employees submit expenses by adding receipt settings
Whitelist expense management URLSWhitelist these URLS and emails from expense management
Advanced admin settingsEnable split expenses, verification and more.
Bulk update employee detailsUpdate employee details in bulk
Assign a default administrator for expensesAssign a default admin to handle expenses for spenders who have not yet been onboarded to Expense Management