Help Administrators

Expenses

• Setting up expenses (video)
• Setting up expense templates
• Setting up expense codes
• Expense tracking setup checklist

Approvals

• The reimbursable status of an expense sheet is incorrect
• Setting up approvals (video)
• Setting up conditional approval rules
• Setting up approval paths
• Setting up approvals
• How approvals work
• What is the Gross to Net formula?
• Setting up tax codes
• Choosing which columns are available on expense sheets

Other Setup

• All about billing
• Creating custom fields
• Setting up currencies