Settings & Configuration
Initial setup, user access, and system configuration.
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.