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 have a 'No receipt' toggle for missing receipts. After selecting 'No receipt', they're guided to look for secondary evidence, such as a duplicate invoice from the merchant or an online confirmation email.

To strengthen the control on missing receipts, admins can enable missing receipts declarations. Find out more in this article.

Fees and T&Cs apply.