Every user can adjust their own preferences, including their notifications, locations, alternative email addresses, currency, and language.
To access preferences:
In the Expenses tab, open your user menu (usually your initials).
Click Expense Settings.
In the Preferences section, click Change your settings.
Note: Your organisation may not permit you to change some of the settings below
Name | Description |
|---|---|
Turn off notifications | Turn off credit card transaction notifications, approved claim notifications, and rejected claim notifications. Options include: All notifications, Approved claims only, or Rejected claims only. |
Email address | Change your email address and sign-in details. |
Your home | Enter the location you usually start your journeys from. Admins: this can also be set in the user’s People record. |
Your place of work | Enter the location of your main place of work. |
Commute | Displays your daily commuting distance. |
Email addresses to forward receipts | Enter one or more email addresses used to forward receipts to Capture Expense. Separate multiple addresses with a comma. |
Default currency | Select the default currency used when creating expenses. |
Default payment method | If your Expenses is integrated with Payroll, you can't access this. Your default bank account is automatically whichever account your wages are paid into (or, occasionally, cash or cheque). For standalone Capture Expense customers, see Set your default payment method. |
Users that can enter expenses on your behalf | Select which users who can create expenses for you. See delegating approvals. |
Language | Select your preferred language from the dropdown menu. |