To help you begin using the ExpensePoint™ app and start generating expense reports, a few fundamental configurations must be established. These settings will ensure a smooth experience for you as you continue to use the app. Instead of creating specific elements during the expense report creation process, it's advisable to set everything up in advance. This approach minimizes potential workflow interruptions.
Submitters Basics
To setup some of the basic account settings, start with:
- Notification Preferences
- Receipt Forwarding to ExpensePoint by Linking your Email
- +other submitter settings
Admin Basics
- Setup Categories
- Create GL Segments/GL Codes
- Create GL Rules
- Add Users
- User Notifications
- Company Links
- Add Projects
- Add Vendors
- Add Billable Sources
- Other Settings