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Company Information

Steps to View or Edit Your Company Information

  1. From the top of your screen, navigate to the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
  2. In the navigation menu on the left side, click Company Information.
    Company Information navigation menu option
  3. This will open a window displaying the current company information entered during your ExpensePoint onboarding.
    Company Information window
    This information will include:
    1. Company Name
    2. Fiscal Year End
    3. Travel Booking Site
    4. Company Logo
    5. A Checkbox option allowing users to link their personal or business credit cards for automatic import of credit card transactions.
  4. Edit any of the existing information and click Save to apply your changes.

Specific Field Details

  • Fiscal Year End: Select the month your company uses to mark the end of its fiscal year.
  • Travel Booking Site: Choose from the dropdown options:
    • ExpensePoint Travel (supporting North America)
    • FareNexus

The Travel Booking Site setting links the appropriate travel booking site to your organization.

Note: If your organization has a Travel Booking site that you already use, contact ExpensePoint support for assistance. If API information is available, they may be able to connect your site to the system.

 

Watch the video below for a step-by-step visual guide about Company Information Settings.