User Settings

To define user settings for your expense users, select Settings, Expenses, User settings.

Search for and view users and their email addresses. To update, select Edit settings next to a user.

Note: The User summary column lists the email addresses of your WebPortal (web-only) users with a Blackbaud ID. If you have not associated your WebPortal users with a BBID, nothing appears in the User summary column. To better track and manage your web-only users, it’s important that all active users accept the invitation to FENXT and have a Blackbaud ID.

Select the default approval rule for your expense users. Approval rules route invoice requests to selected reviewers.

For example, you might have one set of reviewers for travel invoice requests, and a different set of reviewers for invoice requests over a specific dollar amount. You can attach an approval rule to any invoice request and forward the request to specific reviewers in the correct order. For more information, see Approval Rules.

Under Distribution, specify your default distribution information, apply account distribution sets, and delete distributions.

Note: Account distribution sets allow you to split an amount you have assigned to an account over several projects and transaction codes.

You can specify debit and credit accounts, classifications using grants or transaction codes, and custom fields for reporting purposes. For more information, see Distributions.

Tip: To save time entering distributions, select More, Apply account distribution set. Distribution sets default the information you need in the line instead of selecting data in each column. If you split the distribution, select the icon in the Split column and then select More, Apply project distribution set to also save time entering splits.

Under Credit card notifications, select the types of notifications you want your users to receive, and when to send them.

To send a notification, select Active and choose the frequency. Review the frequency's description to confirm you're choosing the correct one.

Warning: Credit card notifications are available only if you have accepted the terms of use for Yodlee.

Under Invoice request notifications, select the types of notifications you want your users to receive, and when to send them.

To send a notification, select Active and choose the frequency. Review the frequency's description to confirm you're choosing the correct one.

Under Purchase request notifications, select the types of notifications you want your users to receive, and when to send them.

To send a notification, select Active and choose the frequency. Review the frequency's description to confirm you're choosing the correct one.

To enable out of office forwarding for one of your users, select Turn on out of office forwarding. When selected, you must select who to forward invoice requests, purchase requests, and credit card charges to when that user is out of the office.

Note: Out of office forwarding is available only if the user is a designated approver.