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Expense Configuration

Workspace administrators configure expenses under Settings → Expenses.

Claim types​

A claim type tells requesters what kind of expense they are submitting. For each type, configure:

  • Name and requester-facing description
  • Whether a supporting receipt is required
  • Primary approver
  • Optional secondary approver

Use descriptions to state any limits or evidence requirements. Keep the list focused so requesters can choose confidently.

Cost centres​

Cost centres provide accounting categories that requesters can assign to claims. Use names that match the terminology used by your finance team.

Approval routing​

A primary approver handles the first decision. Where a secondary review is required, the first approver can approve and forward the claim. The second approver receives the amount approved at the earlier stage.

Test a new route with a non-sensitive claim before relying on it for live reimbursement.