Audience: Admins


Purpose

In this article, we will provide an overview of the standard setup steps for spend management. To initiate a custom onboarding journey, based on your specific spend/expense needs, please complete this form. 



Overview


How to prepare for Spend/Expense Management Setup 

  1. How your business financially accounts for expenses, i.e. what financial codes (General Ledger and Tax) need to be assigned to expenses so that they appear in your company accounts accurately
  2. What card program is currently in place within your organization 
  3. Basic details of the people you want to give access to the service, enabling them to submit and approve expenses

Once you have this information, you are ready to begin your Spend Management setup. This will be self-paced following the below check list:


Setup Checklist 

Step 1: Connect your finance tool (as applicable)

Step 2: Create fields

Step 3: Map expense categories

Step 4: Set mileage rate

Step 5: Set tax settings

Step 6: Load users and assign roles (if not already completed)

Step 7: Connect your corporate card for transaction feed or connect your corporate/business (and issue virtual cards)  (as applicable)

Step 8: Set your spend rules

Step 9: Complete an end-to-end spend test 

Step 10: Train your users & invite to the system