Set up general features for expenses

  • 3 min.

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. Choose the search icon, enter Expense Management Setup, and then choose the related link.

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

Expense setup tab on Expense Management Setup page

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

Auto submit for approvalWhen 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 CurrencySpecifies 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 TransactionSpecifies if the expense description should be automatically copied from the bank transaction, when matching the two.

When you exit the Expense Management Setup page, the new configuration is automatically updated in the Expense Portal and the Expense Mobile App.