Configure Capture Expense to match the way your organisation works. This section covers the settings and tools administrators need to manage expenses across your organisation. Click the links in the table of contents to find out more.
You must be an administrator to access the settings described in this section.
What's in this section
Company settings: Manage your organisation's core account settings, including your company logo and general preferences.
Duty of care: Configure vehicle and driver checks to meet your organisation's duty of care obligations.
Tags: Create and manage tags to help organise and report on expenses.
Reminders: Set up automated reminders to prompt users to submit outstanding expense claims.
Expense categories: Define the types of expenses your organisation accepts, set spend limits, and control which categories are available to which users.
Declarations and vehicle checklists: Configure declarations and checklists that users must complete when submitting certain expenses.
Trips, vehicles, and rates: Manage trip types, vehicle records, and the mileage rates used to calculate travel expenses.
Scheduling reports: Set up automated report delivery to keep stakeholders up to date with expense activity.
Mapping accounting software: Connect Capture Expense to your accounting package and map categories to the correct nominal codes.
Approval workflows: Set up the rules that determine how expense claims are reviewed and approved before payment.
Pre-approvals: Configure pre-approval requirements for expenses that need sign-off before they are incurred.
Multiple organisations: Manage expense configuration across multiple organisations from a single account.
Recurring expenses: Set up expenses that repeat on a schedule, reducing manual entry for regular costs.