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Settings Manager

Settings Manager – Billable Sources

The Billable Sources option in ExpensePoint allows you to split off a billable amount of an expense to a third party.

Settings Manager – Security & Privacy

ExpensePoint values your company and employee security and privacy.  The system provides robust options for additional security controls.

Settings Manager – Advanced Settings

Advanced Settings are system settings that further customize the operation of your company’s account. Certain features and options can be enabled or disabled as required.

Settings Manager – Report Fields

Report fields allow companies to add and capture additional information in a report. Report fields are commonly used for trip start and end dates or for adding a custom text field.  This enables you to capture the required information for your expense report.

Settings Manager – Adding a User-Defined Field

User-Defined Fields track specific user information such as credit card mapping numbers or employee/vendor numbers. Administrators can use these identifiers in an export file or Analysis Manager reports. These fields are added in the Settings Manager. However, to associate these with a user, you will do this in the User and Group Manager and select the user defaults tab on the individual user profile.

Settings Manager – Projects

ExpensePoint’s Project function helps companies collect and track data for expenses related to clients, jobs, and projects. There are two options for Projects. The first is a fixed option, where users pick from a pre-loaded project drop-down menu. The second is a free-text field, where the user can add their own projects. This is saved to a user’s personal settings.  When creating an expense, the Project field is below the GL code in the expense form and is customizable by category allowing for relevant data collection. Note: Some companies that do not use projects will use and relabel this field for other purposes.

Settings Manager – Communication

ExpensePoint provides 6 customizable and automated email notifications. You can control which notifications go out with a click and can customize the message.

Settings Manager – Taxes

An administrator can add taxes in the Settings Manager. There are two types of taxes: reclaimable and non-reclaimable. It is generally unnecessary to add a non-reclaimable tax into ExpensePoint as it will include the tax amount in the cost of goods sold. However, the non-reclaimable tax will need to be added when a reclaimable tax and a non-reclaimable tax are present on the same expense.  For example, a Federal tax(reclaimable) and a regional tax(non-reclaimable). This is necessary for the calculation of the reclaimable tax portion.

Settings Manager – Payment Type

ExpensePoint can manage multiple payment types. This gives the administrator the ability to reconcile credit cards and identify company-paid expenses or employee-paid expenses.
Payment types can be added or removed by Administrators at any time. They can also be linked with a payment type code from your accounting system and included in any export file.

Settings Manager – Company Links

Company Links is a great communication tool within ExpensePoint. You can add links to video tutorials, documents, or websites, which will then be accessible to all users on the ExpensePoint Dashboard. For example, vendor websites, training videos, and company policy documents.

Settings Manager – Adding GL Codes

ExpensePoint can link your company’s General Ledger (GL) codes to your associated expense categories.  This will ensure that expenses are coded correctly to match what is in your accounting system. ExpensePoint will allow your administrators to create and edit GL segments.   ExpensePoint can link unlimited GL Segments. Some examples of segments are category GL, department, location, and others.