Set up general features for expenses

Before setting up different expense types, you should go through the general setup for expenses on the Expense Management Setup page. To do this, follow these steps:

1. Use the search function to navigate to Expense Management Setup.

2. Expand the Expense FastTab. You may need to choose Show more to see the full options.

Here you can carry out a general setup for all expenses. The image shows the default setup when installing Expense Management. We'll focus on the following three fields.

Auto submit for approval

When this is enabled, documents will go directly to the approver. If, for some reason, the company would like the admin to see expenses first, this should be disabled. Then documents will end up in Business Central, and the admin must either approve or send for approval manually.

Post in Expense Currency

Specifies if expenses should be posted in the expense currency rather than the company accounting currency. This rule will be overwritten if the bank account has a currency specified, in which case expenses will be posted in the currency of the bank account.

Copy Description from Transaction

Specifies if the expense description should be automatically copied from the bank transaction, when matching the two.