Setup & Configuration

See Application -> Setup & Configuration

The suggested setup order for the Expenses application is as follows:

Configure User Settings

See Users for further information.

Each user who is able to approve expense claims should have the 'Expense Approver' switch set on.

Expense Approvers

If expense claim approval is required, set the users who are able to Approve expense claims within the organisation. This setting will apply for all users unless overridden on individual user accounts.

Note: If expense claim approval is disabled at Company level, then expense claims will not require approval (except for users where expense claim approval is enabled at User Account level)

Expense Approvers

If any users have expense claim approval requirements that differ from the Company setting, then set them for the individual user accounts.

Example: Bill and Holly are the expense claim approvers for the Company. Therefore Bill and Holly both have the CEO, Rachael, set as their expense claim approver. Rachael has Steve, the CFO set as her expense claim approver.

Name and Configure Dimensions

Decide if Dimensions are to be used to analyse Expenses. See Application -> Setup & Configuration

Create or Upload Dimensions

See Dimensions for further information

Create Claim Types

See Claim Types for further information

Create Expense Types

See Expense Types