Admin Guide: Setting up Expenses

This guide will walk you through how to set up and configure Expenses as an Admin. You can also check out our other guides Expense roles and permissions and Approving expenses

Timestamp: (0:00-4:59)

How do I configure my expense settings?

To configure your expense settings, follow the steps below.

Step 1: Navigate to the Expenses page

Screenshot_69.png

Step 2: Click Settings

Once on the settings page, you will be able to do the following:
- Manage your Xero Expense Data connection

- Configure a start date for processing expenses in your account

- Set expense fields as required for submission

- Deactivate the Expenses product in your account

Screenshot_70.png

Step 3: Configure a start date for processing expenses 

By default, the start date for processing expenses is set to two weeks prior to the date you activated Expenses for your account. All expenses incurred prior to this date will automatically be archived, with the exception of expenses currently in review, approved, or synced. 

This start date can easily be adjusted to any date up to your current date. Adjusting the start date will also dynamically adjust which expenses are archived or restored to ensure that only expenses prior to the start date remain archived.

Screenshot_64.png

Step 4: Set expenses fields as required for submission

By default, Airwallex provides three fields: Receipt, Merchant, Notes. If you have already imported your expense data from Xero (see our guide here for how to set up the Xero integration), those fields will surface here in addition to the default Airwallex fields.

For each field, you can specify whether you would like that field to be required or optional for expense submissions. For receipts, you can configure the amount threshold above which you’d like to require receipts. 

Screenshot_51.png

Note: If you set up the Xero integration to enable expense syncing to Xero, the chart of accounts field will always be required for expense submissions. See here for more information on the Xero Expenses Integration

If you’re not connected to Xero, will you be able to create your own expense categories?

Creating your own expense categories for expenses is not currently supported.