Initial Configurations

To help you begin using the ExpensePoint system and start generating expense reports, a few fundamental configurations must be established. These settings will ensure a smooth experience for you as you use the software.

Setting up these configurations in advance rather than creating specific elements during the expense report creation process is advisable. This approach minimizes workflow interruptions to ensure a smooth reporting process.

Submitters Basics 

To set up some of the basic account settings, start with:

• Notification Preferences

  • From the Dashboard, select the Notification Settings menu option under the Personal Settings navigation menu on the left side of the screen.
    

  • Please refer to this article for more information on Notification Settings.

• Linked Email Addresses for Forwarding Receipts to ExpensePoint.

  • From the Expense Manager, navigate to the Receipt Wallet from the Entry Tasks navigation menu on the left side of the screen. Select the Linked Email Address option on the right.
    

  • Please refer to this article for more information on linked email addresses.

• Language Settings

  • From the Dashboard, select the Select Your Language menu option under the Personal Settings navigation menu on the left side of the screen.
    

  • Please refer to this article for more information on language settings.

Admin Basics

• Setup Categories

  • From the Settings Manager module, select the Categories menu from the left-side navigation menu. For more information, please refer to this article.

• Create GL Segments/GL Codes 

  • From the Settings Manager module, select the GL Segments menu from the left-side navigation menu. For more information, please refer to this article.

• Create GL Rules 

  • From the Settings Manager module, select the GL Rules menu from the left-side navigation menu. For more information, please refer to this article.

• Add Users

  • From the User and Group Manager module, select the User Tasks menu from the left-side navigation menu. For more information, please refer to this article.

• User Notifications

  • From the Settings Manager module, select the Communication menu from the left-side navigation menu. For more information, please refer to this article.

• Company Links

  • From the Settings Manager module, select the Company Links menu from the left-side navigation menu. For more information, please refer to this article.

• Add Projects 

  • From the Settings Manager module, select the Projects menu from the left-side navigation menu. For more information, please refer to this article.

• Add Vendors

  • From the Settings Manager module, select the Categories menu from the left-side navigation menu. For more information, please refer to this article.

• Add Billable Sources

  • From the Settings Manager module, select the Billable Sources menu from the left-side navigation menu. For more information, please refer to this article.

• Other Settings