Settings & configuration
Initial setup, user access, and system configuration.
By Harry1 author14 articles
- Set up a back office userSteps to set up an expense back office user.
- Set up an expense claimantBring new employees into Core Expense or set up an employee as a new expense claimant.
- Expense Configuration Guide V24+Everything you need to know on how to configure the Core Expense system.
- Change the currency code of a countryWhen creating an expense for a foreign trip, the old currency code is showing.
- Create an expense proxy claimant in portalSet up an expense proxy claimants in portal.
- Create an expense proxy claimant in back officeSet up expense proxy claimants in back office.
- Configure class 1A NIC rate in back office (UK)Set up the class 1A NIC rate in Back Office.
- Exclude an expense code from portalGuidelines on how to remove an expense code from the dropdown list in portal by restricting visibility based on the claimant or their expense group.
- Enable or disable the receipt options on an expense itemEnable or disable the receipt status options on an expense report when submitting a receipted expense item.
- Enter a time limit on entering expenses in PortalChange time limit on claimants putting expenses in Portal.
- Set limit on expense codeSet limit against an expense code to stop employees claiming above an amount.
- Configure the Insurance field on the car approval screenMake the insurance field for the car approval screen mandatory in portal.
- Add an expense trip in back officeCreate an expense trip via back office in Core Expense.
- Change the status of a tripModify the status of a trip to either processed, approved, new or submitted in back office.