From scanning receipts to tracking spend, everything is designed to simplify how spending is justified, approved, and organized. Whether it’s a flight, a ...
Tue, 21 Jul, 2026 at 2:07 PM
Audience: Admins Purpose Fields give you the ability to customize your expense line coding fields, and build out your spend reporting, to include ...
Mon, 1 Jun, 2026 at 3:56 PM
Audience: Admins Purpose When establishing your field, you are presented with the option to select a "Parent field". Selecting a parent ...
Mon, 1 Jun, 2026 at 2:17 PM
Audience: Admins Purpose Default automation rules, set within fields, allows you to define the source for coding automations when managing a tr...
Mon, 1 Jun, 2026 at 3:42 PM
Audience: Admins Purpose When creating field codes for an established field, you are presented with the option to assign a "code approver&quo...
Mon, 1 Jun, 2026 at 2:37 PM
Audience: Admins Mapping expense categories allows the correct Account/PL/Nominal Codes to be automatically assigned when users submit expenses, el...
Mon, 1 Jun, 2026 at 2:39 PM
Audience: Admins Setting mileage rates is essential for enabling your users to submit and reclaim expenses for personal vehicle use on work-related...
Mon, 1 Jun, 2026 at 2:45 PM
Audience: Admins Purpose As a part of your spend manage setup, you will want to properly set your tax codes (rates). As you continue to manage you...
Mon, 1 Jun, 2026 at 2:47 PM
Audience: Admins Creating and managing spend rules allows you to define conditions based on expense amount, category, or both, and apply them to spec...
Tue, 2 Jun, 2026 at 12:40 PM
Audience: Admin Purpose In this article, we will cover how to manage Recipients under Settings > People management, as an Admin. Recipients ...
Mon, 1 Jun, 2026 at 2:49 PM
Audience: Admins Purpose In this article, we will cover how to manage people groups. This will help to determine the impacted people as it rela...
Mon, 1 Jun, 2026 at 2:21 PM
Audience: Admins Purpose In this article, let's cover end-to-end testing which is a process that ensures your spend setup meets your needs and...
Mon, 1 Jun, 2026 at 3:43 PM