Need a hand?

Admins can configure which fields must be filled before expenses can be submitted. Expenses have 5 fields: receipts, description, accounting category, tax rate, and labels.

By default, expenses require a receipt and description before being submitted.

• Team members with the 'Enrolled in Expenses' permission only see required fields
• Team members with the 'View Expenses' or 'Manage Expenses' permissions see all fields on all expenses

• Go to Expenses settings
• Select 'Required fields' to change the type of information required

When receipts are required, team members still have a 'No receipt' toggle for missing receipts. Before using it, they are encouraged to search for secondary evidence, like a duplicate from the merchant or a payment confirmation email.

Fees and T&Cs apply.