Before you start setting up the platform for spend management, you need to know the following:

  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: 

Step 1: Connect your finance tool (as applicable)

Step 2: Create segments

Step 3: Map expense types

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 feed (as applicable)

Step 8: Set your spend policy limits

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

Step 10: Train your users & invite to the system