Setting up Expenses

Expense Management offers a wealth of options to customize your expense setup to fit your organization's exact needs. You can set up all of this during the initial implementation and then introduce any necessary changes to how your business processes evolve.

Add an expense typeSetting up Expense Types
Specify that attaching a receipt is mandatorySetting up Expense Types
Hide an expense type from specific usersSetting up Expense Types
Configure the "No Refund" setting to determine reimbursement eligibility using the company credit cardSetting up Expense Types
Implement expense policies to provide warnings, automatic approval, or stop refunds based on predefined limitsSetting up Company Policies for Expenses
Add the VAT amount field to the Expense App and the Expense Portal to handle amounts with multiple sales tax/VAT ratesSetting up VAT/Sales Tax Input from Expense Users
Configure Expense Management to create expenses from credit card transactions, either automatically or manuallyCreating Expenses From Credit Card Transactions
Set up expense types and distribution codes to automatically split and allocate expenses into deductible and non-deductible linesAutomatically Split and Allocate Using Amount Distribution
Enable automatic GST calculations and allocations for expenses in the Australian localizationSplitting Expenses for GST-Exempt Parts (AU)