Expense Settings

To modify the default account-level expense settings, navigate to Settings > Expense Settings.

Figure: Switch on the Expense Approval and Lock Approved Expenses Toggle

Expense Approval Required

Enabling this feature allows users to submit expenses for approval by an Expense Approver. If left switched off, user expenses will be automatically approved. Read more about Expense Approvals in our guide.

Lock Approved Expenses

You can also lock approved expenses from further editing by expense users.

Figure: Lock Approved Expenses to Prevent Editing

Recurring Expenses

You can set the time recurring expenses are created (it is 10:00 am by default). Read more about creating Recurring Expenses here.

Figure: Change the Recurring Expense Generation Time

Expense Categories

You can edit existing, or add new Expense Categories, with a specific unit price and also configure the markup based on a percentage or a fixed amount. Read more about categorizing expenses here.

expense settingsFigure: Add a New Expense Category

Read more about working with Expenses in Avaza here.

Tagged:Tags: