How do I ensure there are funds for employee travel bookings or expense reimbursements?
You can manage your company's central payment account in the "Wallet Management" section, accessible from the Admin Dashboard. Here, you can view the current balance and add money to the wallet, which is used for travel bookings and can be recharged.
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How do I adjust spending limits for a specific expense category?
As an administrator, you can adjust spending limits by editing the relevant policy in the Policy Management section. From there, you can: Set maximum allowable amounts for specific expense categories Define daily or per-transaction limits Apply rules ...
Expense Management
What are the common reasons for an expense claim being flagged as a policy violation? Expense claims are automatically checked against configured company policies. They can be flagged if an expense item violates a rule, such as exceeding a spending ...
Can I approve an expense or travel request that has a policy violation?
Yes, in some cases, policies might allow approvers to approve requests even with violations, potentially requiring justification from the approver. The platform clearly highlights any policy violations associated with the request, providing specific ...
What payment methods are supported for travel bookings?
Travel bookings can only be made using card payments. This includes corporate, virtual, or authorized personal cards, as defined by your company’s travel policy
My account has been activated! What should be my first step as an administrator?
Your very first step should be to set up your Organization Profile. This crucial initial setup involves defining your company's offices and creating teams within those offices. This foundational structure is essential for applying travel and expense ...