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Manage expense profiles

An expense profile is who can submit and be reimbursed — their default currency, default approver, and bank details. Set one up for each person who claims expenses; only active profiles can submit.

Beginner2 steps~2 min
1

Open expense profiles.

From Expense management, open Employees to see the expense profiles you’ve set up.

mujez
Open expense profiles.
2

Add a profile.

Add a profile with an employee code, display name, default currency, default approver, and bank details for reimbursement. Activate it so the person can submit.

mujez
Add a profile.