Within Capture Expense you can setup Accounting settings. The table below displays which setting affects what area in the system.
To use the settings
- Sign in to Capture Expense.
- Navigate to the Accounts tab.
Go to Setup> Settings> Accounts
| Setting | Affected Area |
|---|---|
| Enable smart cropping | Receipts background removal |
| Remove Project and Task relationship | Project Costing and Expense Entry |
| Allow imported transactions to be submitted individually | Banking - credit card transaction and export |
| Allow claimants to raise credit card expenses | Add Expense> Payment method |
| Only export fully approved reports | Accounting |
| Do not add the default journey start location | Preferences> Default journey location |
| Auto attach receipts to imported transactions | Draft Expenses - Credit Card Expenses |
| Auto attach receipts manually entered expenses | Draft Expenses - Reimbursements (Out of pocket expense) |
| Enable open banking | Banking |
| Hide personal refund flag | Add Expense - Imported Credit Card Transaction |
| User must enter a commute distance on sign in | Preference> Default journey location & Your place of work |
| Enable invoice processing | Experimental Feature for purchase invoices |
| Allow the Finance role to view all claims waiting to be approved | Approval |
| When an Expense Category is found, do not remove the transaction incomplete status | Draft Expense |