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.
| To | See |
|---|---|
| Add an expense type | Setting up Expense Types |
| Specify that attaching a receipt is mandatory | Setting up Expense Types |
| Hide an expense type from specific users | Setting up Expense Types |
| Configure the "No Refund" setting to determine reimbursement eligibility using the company credit card | Setting up Expense Types |
| Implement expense policies to provide warnings, automatic approval, or stop refunds based on predefined limits | Setting 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 rates | Setting up VAT/Sales Tax Input from Expense Users |
| Configure Expense Management to create expenses from credit card transactions, either automatically or manually | Creating Expenses From Credit Card Transactions |
| Set up expense types and distribution codes to automatically split and allocate expenses into deductible and non-deductible lines | Automatically Split and Allocate Using Amount Distribution |
| Enable automatic GST calculations and allocations for expenses in the Australian localization | Splitting Expenses for GST-Exempt Parts (AU) |