Advanced Settings

Access Advanced Settings

1. Open Settings Manager
   From the top of your ExpensePoint screen, click the Settings Manager module.
   
2. Select Advanced Settings
   From the left-side navigation menu, click on Advanced Settings.
   
3. Overview of Advanced Settings
   The Advanced Settings window includes three main sections:
   1. Expenses
   2. Report Print Preview
   3. Mobile
      

Expenses Section

In this section, you can configure the following options (either enable or disable via checkboxes):

• In the default view, expenses can only be viewed by Approvers/Accounting when the report has been 'marked finished.'
• Do not allow Accounting to flag expenses or reports as reconciled. The option to mark them as not reconciled will remain. If marked reconciled, it will be suppressed from the Automation Manager.
• Allow users to copy reports and expenses.
• Allow cash advances.
• Allow users to mark credit card transactions as personal expenses, cash advances, or cash advance returns. Note: If you enable this option due to cash advances or personal expenses, the balance from the statement will not match the amounts in our system.
• Allow Xporter to re-export expenses if they have been marked 'unreconciled.'
• Allow Accounting to delete reports.
• Expenses edited by approvers will be sent for reapproval
• Use default minimum receipt matching strength - by default, the minimum is set to 50%. Uncheck the checkbox to be able to set a different % for the match. Once done, do not forget to check the checkbox again.

By default, all these options are enabled during account setup, except for the reconciled expenses option.

Report Print Preview Section

In this section, you can adjust the following:

• Enabling this will sort expenses by date rather than by category.
• Show a weekly breakdown of expenses.
• Show a category breakdown of expenses
• In the GL Summary, group all line items by payment type.
• Also group taxes by payment type.
• Show subtotals for each payment type.
• In the GL Summary, display taxes by GL code rather than by name.
• In the GL Summary, display project numbers at the end of GL Codes.

Mobile Section

In this section, you can configure the following option (either enable or disable via checkboxes):

• Hide fields users cannot edit, including locked fields and single-option dropdowns (excludes cost per unit if there is a default value and the total field)

Watch the video below for a visual guide to the Advanced Settings.