Edit Settings

Solution admins can define their settings from Expenses, Edit settings.

Approval Rules

Select the default approval rules to use. 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 for invoice requests over a specific dollar amount. You can attach an approval rule to any invoice request and have the request forwarded to the right reviewers in the correct order.

Distributions

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.

Enter distributions to determine the amounts to allocate. Specify debit and credit accounts, classifications using grants or transaction codes, and custom fields for reporting purposes. You distribute evenly or by percent.

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.

Credit Card, Invoice Request, and Purchase Request Notifications

Warning: Credit card notifications are available only when you accept the Yodlee terms of use.

Under notifications for Credit cards, Invoice requests, and Purchase requests, set the ones you want to receive as active, then choose a frequency.

Tip: Need my approval notifications only appear if you're a designated approver.

Out of Office Forwarding

To forward, select Turn on out of office forwarding. Then choose who will receive invoice requests, credit card charges, and purchase requests while you're out.

Tip: Out of office forwarding is only available if you're a designated approver.