06
Configuration
Configure expense categories, approval rules, and settings for your company.
1
Expense products (categories)
Expenses
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Configuration
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Expense Products
Create an expense product for each type of expense your employees incur.
Expense product fields
Product Name
*
Category name shown to employees — e.g. "Meals & Entertainment", "Petrol", "Accommodation".
Expense Account
*
Which P&L account this expense is posted to.
Customer Taxes
Tax on the expense — for SST-inclusive receipts.
Invoicing Policy
Set to Can be Expensed if employees can claim this, No Expense if restricted.
Re-Invoice Expenses
If ticked, expenses in this category can be re-invoiced to customers.
2
Expense settings
Expenses
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Configuration
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Settings
Key settings: Expense Approvals — set whether a manager must approve before posting, or if accounting can post directly. Analytic Accounting — enable to allow cost centre tagging on expenses. Expense Receipts — configure whether receipts are mandatory.