Before you start setting up the Platform, 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. 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, we should have you up and running in 15 minutes as the Platform is implemented with a set of predefined setup based on industry best practice, all you need to do is adjust these where you want to.  

For detailed information on the business set-up of the Platform please refer to the Getting started guide in this Knowledge Base here