Manage expenses for admins
Learn about the features, functionalities and settings available to admins
52 articles
Onboarding guide to Expense ManagementSet up Expense Management for your business
An admin’s guide to Expense ManagementDetails on the settings and pages available to admins
Set up expense rulesPre-fill expense fields based on merchant names
Add job levels for your businessDefining levels and how to set them up
Admin settings - expenses
Set up 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 business expensesHow to filter expense reports by date, user, status and more
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
Set your business-wide email notification preferencesDecide when employees receive email alerts from Expense Management.
Set up departments and sub-departmentsHow to add a department | Add departments and sub-departments | Assign Head of Department
Set expense fields as mandatoryHow to require specific expense fields
Add custom expense fieldsCreate expense fields custom to your business
Add expense categories and subcategoriesCustomize categories and subcategories
Manage employee fieldsSet the fields you’d like to capture about your employees | How to create custom employee fields
Customize your spend insights chartDetermine how data relating to your business' spending is displayed
Admin Settings - Expenses
An overview of the admin task pageSend reminders, complete your tasks, and view the status of you and your employees’ expenses
Save and share filtersHow to save a filter | Share saved filters with colleagues
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
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 projectsAllow employees to assign expenses to projects
Create expense reports on behalf of spendersHow to create and submit expense reports for employees
Mark approved expense reports closedClose approved expense reports
Send back expense reports as an adminHow employees can correct expense details
Add an 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 your employees’ expense detailsHow to change expense details
Advanced export formulasFormulas for advanced settings export
Filter expense reportsHow to filter expense reports by date, user, status and more.
Add, enable and disable cost centersEnable cost center settings for your business | Allow employees to assign expenses to cost centers
Understanding transaction statusWhat is transaction status | Pending and Posted transactions
Edit an expense report’s nameHow to change the name of an employee’s expense report
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
Enable advanced features for expenses and reportsEnable split expenses, verification and more
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
Delete business expensesHow to delete expenses on the All business expenses page
Split business expenses as an adminHow to split an expense | Split expenses by project, categories or cost centers from the business expenses page
Matching the receipts to expenses as an adminWhat are unmatched receipts? How can I match receipts to expenses?
Restrict pending transactions from expense reportsHow to restrict your users from adding expenses with pending transactions to the expense reports