Before users can log in and create Expense Requests or Expense Claims, advanced configuration must be applied. This addresses settings specific to your business needs, including:
- Credit Card Import Configuration
- GL Mapping Setup
- Expense Type and Expense Type Category Configuration
- Email Template Customization
Once all configuration is applied, Expense Users may submit Requests and Claims. In this case, administrators must perform ongoing tasks, as outlined in the Expense User Administrator’s Guide.