Expense claims setup

Goal

Configure claim policy, types, and violation codes.

Who it is for

expense_claim.admin.

Steps — options

1. Open Expense claims setup.
2. Toggle receipt required, set default mileage rate, approval threshold, require approval above threshold, OCR receipts, max claim amount.
3. Save. Enforced on create today: receipt required + max claim amount. Threshold / OCR / mileage are stored options for process and future automation.

Steps — catalogs

Maintain expense types (travel, meals, mileage, supplies, …) and policy violation codes (missing receipt, over limit, …).

Related

• Overview
• Troubleshoot