Setting up Expenses
Expense Management offers a wealth of options to customize your expense setup to fit the exact needs of your organization. You can set up all of this during the initial implementation and then introduce any necessary changes along the way in accordance with how your business processes evolve.
| To | See |
|---|---|
| Categorize expenses, hide expense types from expense users, exclude transactions with a specific expense type, and more | Setting up Expense Types |
| Implement expense policies to give warnings or automatically approve or even stop refunds at predefined limits | Setting up Company Policies for Expenses |
| Define rules and configurations for transaction templates to determine how bank transaction files are processed | Setting up Transaction Templates |