Configure expense settings

Set up the rules that govern expenses: the categories employees pick, the policy that caps and routes spend, and the posting profile that maps expenses to the ledger.

Intermediate3 steps~4 min

Define expense categories.

From settings, open Categories and add the ones employees choose from — each with a default expense account, tax code, and an optional receipt-required threshold.

Set the expense policy.

Open Policy to set spending caps (per line and per report), allowed currencies, mileage and per-diem rates, and the approval levels by amount. Caps can be hard or soft.

Map the posting profile.

Open Posting profile and map the accounts expenses post to — the expense, recoverable VAT, employee-reimbursement payable, and corporate-card clearing accounts, and more.

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